Bradley Morris, financial advisor Westchester IL
81 score

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 Westchester, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Pcg Wealth Advisors, Llc (dba: Pcg Wealth Management) Westchester, IL Jan 2018 - Current < 1
Lpl Financial, LLC Westchester, IL Dec 2017 - Current < 1
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
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
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
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

AZ, FL, IL, KS, MO, NC, TX

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BADGES
81

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