Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Millard? Claim Your ProfileMillard Bland Morrison is a registered investment advisor representative with Stonex Advisors Inc. in New Orleans, Louisiana. Millard has been in the industry since 1984 and has experience working for several firms including Sterne, Agee & Leach, Inc., Morgan Keegan & Company, Inc., Scharff & Jones, Inc., and Howard, Weil, Labouisse, Friedrichs Incorporated.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
LA
07/01/2016 - Present
Stonex Advisors Inc. (New Orleans LA)
LA
09/13/2002 - 10/01/2007
STERNE, AGEE & LEACH, INC. (NEW ORLEANS LA)
TN
11/26/1990 - 09/25/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
03/09/1988 - 11/26/1990
SCHARFF & JONES, INC.
NA
02/24/1984 - 02/10/1988
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INCORPORATED
BC
Issued 08/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1984
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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