Mckenzie Alexis Shields

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2021 → 02/2022
  Equitable Advisors, Llc
  Dallas, TX
• 08/2017 → 06/2021
  Michael Morgan, Llc/Dallas Kitchen & Bath
  Heath, TX
• 05/2015 → 01/2020
  Popcorn Papa
  Rockwall, TX
• 06/2018 → 08/2018
  Beyond Faith Hospice
  Richardson, TX
• 08/2017 → 05/2021
  University Of Oklahoma
  Norman, OK
• 08/2013 → 06/2017
  Rockwall-Heath High School
  Heath, TX
• 06/2019 → 06/2019
  Fig - The Block Showroom
  Dallas, TX
• 03/2022 → Present
  Raymond James & Associates, Inc
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-12
• S63 Uniform Securities Agent State Law Examination
  2021-10-16

Other Names

• Mckenzie Morgan
• Mckenzie Alexis Shields
• Mckenzie Alexis Morgan