Levi Morris, financial advisor Spencer IA
89 score

Levi Morris

CRD Number: 6064218
Current Firm: Securities America Advisors, Inc.

Levi Morris (CRD# 6064218) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Spencer, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Inc. Spencer, IA Feb 2014 - Current 2
Securities America Advisors Spencer, IA Feb 2014 - Current 2
Community State Bank Spencer, IA Feb 2014 - Current 2
Princor Financial Des Moines, IA Jul 2013 - Feb 2014 < 1
Principal Financial Des Moines, IA Jun 2013 - Feb 2014 < 1
Financial Network Investment Corporation El Segundo, CA Nov 2012 - Jun 2013 < 1
Multi-financial Securities Corp Denver, CO Nov 2012 - Jun 2013 < 1
Cetera Financial Group El Segundo, CA Jan 2012 - Jun 2013 1
Hyvee Inc. Lenexa, KS Jun 2011 - Jan 2012 < 1
University Of Northern Iowa Cedar Falls, IA Aug 2007 - Jun 2011 3
Fareway Inc. Spencer, IA Jan 2003 - Jan 2008 5
Spencer High School Spencer, IA Aug 2002 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Levi N. Morris
Phone Number: 402-399-9111
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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