Morris Monroe, financial advisor The Woodlands TX
93 score

Morris Monroe

CRD Number: 1227631
Current Firm: Woodlands Asset Management Inc.

Morris Monroe (CRD# 1227631) is an Investment Advisor Representative working at Woodlands Asset Management Inc. in The Woodlands, TX and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Woodlands Asset Management Inc. The Woodlands, TX Jan 1994 - Current 22
Woodlands Securities Corporation The Woodlands, TX Apr 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Morris L. Monroe
Phone Number: 281-367-2483
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    221
    MILLIONS
  • Total Number of Accounts
    561
    ACCOUNTS
  • Average Account Value
    $394,781
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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