Sharyl Morris is a CFP-designated registered investment advisor, based in Austin, TX, with 6 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sharyl owns Goathead Hill Farm LLC (a micro farm) and Morris Ledger LLC (tax/accounting/CPA). Sharyl also works as a service advisor for Oklahoma Financial Center and Kestra Advisory Services, LLC, and is an employee of Trinity Financial Services, LLC; these activities take up nearly all of Sharyl's time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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