Brooks Morrow, financial advisor Dallas TX

Brooks Morrow

CRD Number: 6647174
Current Firm: Advisor Resource Council

Brooks Morrow (CRD# 6647174) is an Investment Advisor Representative working at Advisor Resource Council in Dallas, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Advisor Resource Council (360 Wealth Management, Llc) Dallas, TX Jun 2018 - Current 3
Lpl Financial, LLC Dallas, TX May 2016 - Current 5
360 Wealth Meanagement Dallas, TX Sep 2016 - Jun 2018 1
New York Life Plano, TX Sep 2015 - Sep 2016 1
Uline Coppell, TX Sep 2012 - Sep 2015 3
Marcus High School Flower Mound, TX Sep 2009 - Sep 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Brooks Morrow
Phone Number: (972) 421-1360
Firm Website: http://www.valtrum.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,122
    MILLIONS
  • Total Number of Accounts
    9,036
    ACCOUNTS
  • Average Account Value
    $234,785
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WY

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