Bradley Morris, financial advisor Overland Park KS

Bradley Morris

CRD Number: 4515804
Current Firm: Pcg Wealth Management

Bradley Morris (CRD# 4515804) is an Investment Advisor Representative working at Pcg Wealth Management in Overland Park, KS and has over 21 years of experience in the finance industry.

Similar Advisors
James Claiborne, financial advisor Overland Park KS
James C. Claiborne
CRD# 2074636
Financial Partners Group, Inc.
Similar Advisors
Glenn Able, financial advisor Overland Park KS
Glenn P. Able
CRD# 1380183
Creative Planning
Similar Advisors
Michael Abramson, financial advisor Overland Park KS
Michael N. Abramson
CRD# 5216324
Mariner Wealth
Company Name Location Dates Years
Pcg Wealth Advisors, Llc (dba: Pcg Wealth Management) Lombard, IL Jan 2018 - Current 6
Lpl Financial, LLC Lombard, IL Dec 2017 - Current 6
Good Life Advisors, LLC Wyomssing, PA Dec 2017 - Jan 2018 < 1
Various Insurance Carriers For W & R Insurance Agencies Aurora, IL Jun 2002 - Dec 2017 15
Waddell & Reed Inc. Oakbrook Terrace, IL Mar 2002 - Dec 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for Bradley S. Morris
Phone Number: (913) 323-3112
Firm Website: http://pcgstrategies.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    4,174
    ACCOUNTS
  • Average Account Value
    $159,528
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
  • Pension consulting services
Types of Clients
Registered States

AR, AZ, CA, CO, FL, IL, IN, KS, KY, MO, NC, NE, NH, OK, PA, SC, TN, TX, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.