Shannon Morphew is a registered investment advisor, based in Dallas, TX, with 24 years of industry experience.
Location
3838 Oak Lawn Avenue, Suite 1420, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Shannon is a Registered Client Service Manager at Bordelon Capital Wealth Management, dedicating minimal time. She is also a committee member for the National Charity League of Richardson, spending minimal time on yearly audits.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Financial Network Investment CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Cullum & Burks Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.