Robert L. Morrison

ISC ADVISORS

Irving, TX

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CRD#: 4270236

Professional summary

Robert Lee Morrison III is a registered financial advisor currently at ISC ADVISORS, INC. located in Irving, Texas and INSTITUTIONAL SECURITIES CORPORATION located in Dallas, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INDEPENDENT INSURANCE AGENT OF BENEFIT STRATEGIES, INC. OFFICE LOCATION: 3515 SICAMORE SCHOOL RD, FORT WORTH TX 76133; NON INVESTMENT RELATED. START 8/1/2003; I DEVOTE 20/HRS PER MONTH; SALES OF DENTAL, DISABILITY, AND LIFE. 2) OWNER OF RENTAL PROPERTY IN RUIDOSO, NM - NON-INVESTMENT RELATED. MANAGES PROPERTY FROM IRVING TX. SPENDS APPROX 3 HOURS PER MONTH AFTER TRADING HOURS. 3) RECIPIENT OF OIL AND GAS ROYALTIES- NON-INVESTMENT RELATED. OIL AND GAS IS IN YOUNG COUNTY, BUT MANGES THE INTEREST FROM IRVING TX 75063. SPENDS APPROX 1 HOURS PER MONTH AFTER TRADING HOURS. 4) TREASURER OF FAIRWAY MEADOWS CONDO ASSOCIATION, NOT INVESTMENT RELATED, ADDRESS IS 120 LOWER TERRACE DRIVE #25, RUIDOSO, NM 88345, POSITION OF TREASURER DOING BOOKS AND FINANCIAL STATEMENTS FOR CONDO ASSC., START DATE 6/1/2023, 2 HOURS PER MONTH, NONE DURING BUSINESS HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lee Morrison III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 7, 2013 - Present

ISC ADVISORS, INC.

RIA

CRD#: 166586

Irving, TX

Current

October 8, 2008 - Present

INSTITUTIONAL SECURITIES CORPORATION

Office #1: 3500 Oak Lawn Ave Suite 400, Dallas, TX 75219

CRD#: 20291

Dallas, TX

Past

October 8, 2008 - December 31, 2013

INSTITUTIONAL SECURITIES CORPORATION

RIA

CRD#: 20291

Irving, TX

Past

January 2, 2008 - October 10, 2008

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

DALLAS, TX

Past

January 2, 2008 - October 10, 2008

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

DALLAS, TX

Past

July 22, 2003 - December 31, 2007

LEO BROKERAGE, LLC

CRD#: 109121

HURST, TX

Past

January 3, 2002 - July 15, 2003

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

February 27, 2001 - December 31, 2001

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA

Registered Investment Advisory firm - (3/20/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(10/8/2008)

IAR

Texas
(10/7/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/26/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/24/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/26/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA

Registered Investment Advisory firm - (3/20/2013 Approved)

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Contact information

Main Address

3500 Oak Lawn Ave Ste 400, Dallas, TX 75219

Mailing Address

Phone number

(214) 520-1115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ISC ADVISORS PART 2A-MARCH 2024 (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,989
AUM (Assets Under Management)	$ 1,539,119,817

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert L. Morrison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lee Morrison III's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSTITUTIONAL SECURITIES CORPORATION

INSTITUTIONAL SECURITIES CORPORATION

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

LEO BROKERAGE, LLC

LOCUST STREET SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

ISC ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/26/2007

Series 63

Date: 9/24/2001

SIE

Date: 10/1/2018

Series 6

Date: 2/26/2001

FINRA

Current Firm

ISC ADVISORS, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ISC ADVISORS, INC.

TRUST BUT VERIFY

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