linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Amanda Mariea Morris

Familywealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amanda? Claim Your Profile

About Amanda Mariea Morris

Amanda Morris is an investment advisor representative at Familywealth. Amanda has been in the financial services industry for over 10 years. Amanda is registered in Texas and Washington. Amanda has passed the Series 66, Series 7 and SIE exams. Amanda's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and Securities America, Inc.

Firm Information

Amanda Morris is currently registered with Familywealth. Familywealth is an investment advisor based in Lake Mary, FL, with 12 investment advisor representatives and 9 licensed agents. The firm manages $316,315,559 in assets under management, providing advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They also offer advice to use models of related investment advisors.
Familywealth

255 PRIMERA BLVD

LAKE MARY, FL 32746

$316.32M

Assets Under Management

1

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

advice to use models of related investment adviser

Advice to use models of related investment adviser

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amanda Morris’s Registration & Firm History

TX

07/16/2019 - Present

Familywealth (Dallas TX)

TX

04/14/2017 - 11/15/2018

SECURITIES AMERICA, INC. (PLANO TX)

WA

06/29/2011 - 04/25/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KENT WA)

WA

01/06/2009 - 11/24/2010

EDWARD JONES (SEATTLE WA)

Not sure if Amanda Mariea Morris is right for you?

Licenses & Designations

BOTH

Issued 01/16/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda Mariea Morris.
Not sure if Amanda Mariea Morris is right for you?