Bradley Craig Morris

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2002 → Present
  Advanced Financial Group
  Lufkin, TX
• 05/2004 → 08/2022
  Woodlands Securities Corporation
  Lufkin, TX
• 09/2022 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 2019-04-04 → 2022-08-31
  Woodlands Asset Management Inc
  Lufkin, TX

Other Businesses

Fixed insurance sales; as of 9/01/2022; 10% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-28
• S63 Uniform Securities Agent State Law Examination
  2004-09-09

Other Names

• Brad Morris