James Morrison (CRD# 1254375) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Waco, TX and has over 39 years of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Waco, TX | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Waco, TX | Oct 2003 - Current | 20 |
| Jim Morrison Fin. Serv., Inc. | Waco, TX | Jul 2002 - Current | 21 |
| Phoenix Mutual Life Ins Co | Hartford, CT | Aug 1988 - Current | 35 |
| Nfp Securities, Inc. | Austin, TX | Oct 2003 - Apr 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1984 |
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- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
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