Brandon Morris, financial advisor Troy MI

Brandon Morris

CRD Number: 5553410
Current Firm: Kestra Advisory Services, LLC

Brandon Morris (CRD# 5553410) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Troy, MI and has over 15 years of experience in the finance industry. Brandon 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
Kestra Investment Services LLC Troy, MI May 2022 - Current 1
Kestra Advisory Services LLC Troy, MI May 2022 - Current 1
Lpl Financial LLC Troy, MI Feb 2018 - May 2022 4
Invest Financial Corporation Tampa, FL Jul 2014 - Feb 2018 3
Axa Advisors, LLC New York, NY Feb 2013 - Jul 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Brandon L. Morris
Phone Number: 8445537872
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

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