Nathaniel A. Morris
Professional summary
Nathaniel Adam Morris, who also goes by Nate Morris, is a registered financial advisor currently at FINANCIAL LIFE ADVISORS located in San Antonio, Texas.
Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Nathaniel has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel Adam Morris's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 29, 2020 - Present
FINANCIAL LIFE ADVISORS
Office #1: 2338 N Loop 1604 W Ste 311, San Antonio, TX 78248November 1, 2017 - August 27, 2019
CETERA WEALTH SERVICES, LLC
December 21, 2012 - April 30, 2020
CHRISTIAN FINANCIAL ADVISORS
October 9, 2012 - December 10, 2012
GIRARD SECURITIES, INC.
July 23, 2012 - April 11, 2013
LEGACY WEALTH COUNSELORS
July 6, 2012 - November 1, 2017
GIRARD SECURITIES, INC.
March 4, 2011 - July 9, 2012
NEXT FINANCIAL GROUP, INC.
August 17, 2005 - July 9, 2012
NEXT FINANCIAL GROUP, INC.
December 4, 2003 - August 22, 2005
LPL FINANCIAL LLC
Primary Firm SEC Registration
FINANCIAL LIFE ADVISORS
CRD#: 128502 / SEC#: 801-111024
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/29/2020)
Exams
Current Firm
FINANCIAL LIFE ADVISORS
CRD#: 128502 / SEC#: 801-111024
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 710 |
| AUM (Assets Under Management) | $ 345,754,163 |
Red Flags
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