Paul Morris, financial advisor Dallas TX

Paul Morris

CRD Number: 340566
Current Firm: Level Four Advisory Services

Paul Morris (CRD# 340566) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Level Four Advisory Services Dallas, TX Dec 2021 - Current < 1
Harbor Financial Services, LLC Covington, LA Jan 2018 - Current 4
Mc Squared Properties LLC Covington, LA Oct 2014 - Current 7
Mc Squared Alpha LLC Covington, LA Apr 2013 - Current 9
Trinity Financial Corporation Covington, LA Dec 2009 - Current 12
Paul R. Morris, Clu, Chfs, Aep Covington, LA Jan 2006 - Current 16
Raymond James Financial Services Advisors Inc. Covington, LA Feb 2014 - Jan 2018 3
Raymond James Financial Services, Inc. Metairie, LA Apr 1998 - Jan 2018 19
Investment Advisor Covington, LA Jan 2006 - Feb 2014 8
Investment Advisor Covington, LA Jan 2006 - Dec 2013 7
New Heights Therapy Center, Inc. Folsom, LA Jun 1999 - Oct 2012 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
Contact Info for Paul R. Morris
Phone Number: 972-665-0878
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    2,880
    MILLIONS
  • Total Number of Accounts
    6,774
    ACCOUNTS
  • Average Account Value
    $425,224
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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