Amanda M. Morris

FAMILYWEALTH

Dallas, TX 75201

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CRD#: 5609690

Professional summary

Amanda Mariea Morris, who also goes by Amanda M Lacour, Amanda M Morris, is a registered financial advisor currently at FAMILYWEALTH located in Dallas, Texas.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Amanda has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda M Lacour | Amanda M Morris

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Mariea Morris'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

July 16, 2019 - Present

FAMILYWEALTH

Office #1: 1601 Elm Street, Suite 4310, Dallas, TX 75201

RIA

CRD#: 289193

Dallas, TX

Past

March 9, 2019 - July 16, 2019

SUMMIT WEALTH STRATEGIES

RIA

CRD#: 282502

Plano, TX

Past

April 19, 2017 - November 19, 2018

VERUS CAPITAL PARTNERS, LLC

RIA

CRD#: 151568

PLANO, TX

Past

April 14, 2017 - November 15, 2018

SECURITIES AMERICA, INC.

CRD#: 10205

PLANO, TX

Past

June 29, 2011 - April 25, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

KENT, WA

Past

June 22, 2011 - April 25, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

KENT, WA

Past

January 28, 2009 - November 24, 2010

EDWARD JONES

RIA

CRD#: 250

SEATTLE, WA

Past

January 6, 2009 - November 24, 2010

EDWARD JONES

CRD#: 250

SEATTLE, WA

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".

FAMILYWEALTH

CRD#: 289193 / SEC#: 801-111050

RIA

Registered Investment Advisory firm - (8/28/2017 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.

Highlighted states indicate IAR registrations

IAR

Texas
(7/16/2019)

IAR

Washington
(7/16/2019)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/16/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/2009

General Securities Representative Examination

Current Firm

FAMILYWEALTH

CRD#: 289193 / SEC#: 801-111050

RIA

Registered Investment Advisory firm - (8/28/2017 Approved)

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Contact information

Main Address

255 Primera Blvd Suite 160, Lake Mary, FL 32746

Mailing Address

Phone number

(866) 746-3743

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAMILYWEALTH ADVISERS, LLC ADV 2A BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	619
AUM (Assets Under Management)	$ 346,344,277

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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Advisor Monitoring

Firm Stability Insights

Amanda M. Morris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Mariea Morris's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH STRATEGIES

VERUS CAPITAL PARTNERS, LLC

SECURITIES AMERICA, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

FAMILYWEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2009

SIE

Date: 10/1/2018

Series 7

Date: 1/5/2009

Current Firm

FAMILYWEALTH

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FAMILYWEALTH

TRUST BUT VERIFY

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