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Amanda Mariea Morris

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
367 clients
Average Client Portfolio
$944K average
Assets Under Management
$346.3M

Fee Structure

Minimum Investment:None
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Location

1601 Elm Street, Suite 4310, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Familywealth
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Summit Wealth Strategies
March 2019 - July 2019 · 4 mos
Verus Capital Partners, LLC
April 2017 - November 2018 · 1 yr 7 mos
Securities America, INC.Broker
April 2017 - November 2018 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - April 2017 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - April 2017 · 5 yrs 10 mos
Edward Jones
January 2009 - November 2010 · 1 yr 10 mos
Edward JonesBroker
January 2009 - November 2010 · 1 yr 10 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.