Douglas Morris, financial advisor Irving TX

Douglas Morris

CRD Number: 4274641
Current Firm: Avantax Advisory Services

Douglas Morris (CRD# 4274641) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 20 years of experience in the finance industry. Douglas Morris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Avantax Investment Services, Inc. Perry, OK Oct 2019 - Current 1
Avantax Advisory Services Perry, OK Oct 2019 - Current 1
Henderson & Ramsey, P.c. Perry, OK Jan 2013 - Current 8
Avantax Insurance Services, Inc. Perry, OK Mar 2007 - Current 13
1st Global Advisors, Inc. Perry, OK Feb 2001 - Oct 2019 18
1st Global Capital Corp. Perry, OK Sep 2000 - Oct 2019 19
Roy E. Morris, Cpa Perry, OK May 2000 - Jan 2013 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Douglas R. Morris
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    25,698
    MILLIONS
  • Total Number of Accounts
    94,400
    ACCOUNTS
  • Average Account Value
    $272,227
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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