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Richard Lowery Morris

Huntleigh Advisors, Inc.

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About Richard Lowery Morris

Richard Morris is a registered investment advisor representative with Huntleigh Advisors, Inc. Richard has been in the financial services industry since January 14, 2019. Richard holds the Series 7TO, Series 66, and SIE exams. Richard is registered with the following states: Arizona, Florida, Indiana, Kentucky, Maryland, Missouri, Nevada, North Carolina, South Carolina, and Wisconsin. Richard is also registered with FINRA and the state of Missouri. Richard provides advisory services to individuals, corporations, and charitable organizations. Richard's firm is a registered investment advisor with the SEC and provides advisory services to individuals, corporations, charitable organizations, and other investment advisors. Huntleigh Advisors, Inc. has been in business for 16 years and has a strong reputation for providing high-quality investment advice.

Firm Information

Richard Morris is currently registered with Huntleigh Advisors, Inc.. Huntleigh Advisors, Inc. is an investment advisor registered with the SEC and located in ST. LOUIS, MO. The firm has 40 licensed agents, 53 investment adviser representatives, 49 registered representatives, and 53 investment advisory functions. Huntleigh Advisors, Inc. provides portfolio management services for individuals and pension consulting. They manage approximately $445,422,627 in regulatory assets under management for 1,422 accounts. The firm primarily serves individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Huntleigh Advisors, Inc.

7800 FORSYTH BLVD.

ST. LOUIS, MO 63105

$445.42M

Assets Under Management

Not reported

Total Clients

55

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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other

Solicitor/third party manager fees

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Richard Morris’s Registration & Firm History

MO

04/17/2024 - Present

Huntleigh Advisors, Inc. (ST. LOUIS MO)

IN

01/15/2019 - 12/21/2021

HUNTLEIGH SECURITIES CORPORATION (Indianapolis IN)

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Licenses & Designations

BOTH

Issued 03/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/09/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Lowery Morris.
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