Daniel Morris, financial advisor Lakewood CO
89 score

Daniel Morris

CRD Number: 5970552
Current Firm: Eagle Strategies LLC

Daniel Morris (CRD# 5970552) is an Investment Advisor Representative working at Eagle Strategies LLC in Lakewood, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
High Point Financial Group, LLC Lakewood, CO Jan 2015 - Current 1
Eagle Strategies LLC Lakewood, CO Jun 2014 - Current 2
Nylife Securities, LLC Arvada, CO Nov 2011 - Current 5
New York Life Insurance Arvada, CO Aug 2011 - Current 5
Recorded Books Prince Frederick, MD May 2008 - Dec 2011 3
B-source Arvada, CO Apr 2007 - Feb 2008 < 1
Wonderland Homes Denver, CO Mar 2001 - Apr 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2014
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Daniel E. Morris
Phone Number: (888) 695-3245
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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)
  • Publication of periodicals or newsletters
  • 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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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