David Morris, financial advisor Baltimore MD
93 score

David Morris

CRD Number: 1306682
Current Firm: Mml Investors Services, LLC

David Morris (CRD# 1306682) is an Investment Advisor Representative working at Mml Investors Services, LLC in Baltimore, MD and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Tribridge Partners, LLC Baltimore, MD Jan 2013 - Current 3
Mml Investors Services, Inc. Springfield, MA Sep 1984 - Current 32
Franklin/morris Consulting Redwood St Balto, MD Jul 1983 - Current 33
Franklin/morris Associates Redwood St Balto, MD Jan 1976 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Jun 2001
Contact Info for David M. Morris
Phone Number: (413)737-8400
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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