Michael Morrow, financial advisor Southlake TX

Michael Morrow

CRD Number: 2364423
Current Firm: Tyler Wealth Management, LLC

Michael Morrow (CRD# 2364423) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Southlake, TX and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Tyler Wealth Management, LLC Colorado Springs, CO Apr 2018 - Current 6
Aspen Creek Wealth Strategies Colorado Springs, CO Aug 2014 - Current 9
Morrow Financial Network, LLC Southlake, TX Jan 2008 - Aug 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S66 NASAA Uniform Combined State Law Examination Jun 2003
S65 NASAA Investment Advisors Law Examination Apr 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael D. Morrow
Phone Number: 817-400-9905
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $113,785
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, ID, MT, NJ, OK, TX

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