Brandon Lee Morris

Current Employers

Employment History

• 07/2014 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 05/2022
  Lpl Financial Llc
  Troy, MI
• 05/2022 → Present
  Kestra Investment Services Llc
  Troy, MI
• 05/2022 → Present
  Kestra Advisory Services Llc
  Troy, MI

Previous Registrations

• 2018-02-14 → 2022-05-31
  Lpl Financial Llc
  Troy, MI
  Lansing, MI
  Lansing, MI
  Okemos, MI
  Lansing, MI
  Auburn Hills, MI
  Detroit, MI
  Mount Pleasant, MI
  Grand Haven, MI
• 2014-07-25 → 2018-02-16
  Invest Financial Corporation
  Troy, MI
  Appleton, WI
  Lansing, MI
  Lansing, MI
  Okemos, MI
  Lansing, MI
  Auburn Hills, MI
  Detroit, MI
  Mount Pleasant, MI
  Grand Haven, MI
• 2013-03-21 → 2014-07-24
  Equitable Advisors, Llc
  Troy, MI

Other Businesses

1. SOCIETY FOR LIFETIME PLANNING POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 600 SECURITIES TRADING HOURS: 600 START DATE: 05/06/2022 ADDRESS: 1111 W Long Lake Rd Ste 300, Troy MI 48098, United States DESCRIPTION: Market securities through Society for Lifetime Planning 2. BRANDON MORRIS - INSURANCE POSITION: Self NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/18/2022 ADDRESS: 1111 W Long Lake Rd Ste 300, Troy MI 48098, United States DESCRIPTION: Market life insurance, long term care insurance, disability insurance, and fixed annuities to prospective clients. 3. KESTRA ADVISORY SERVIES, LLC (KAS) POSITION: Independent contractor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/06/2022 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Austin TX 78735, United States DESCRIPTION: Market advisory services through Kestra Advisory Services, LLC. 4. BRANDON MORRIS POSITION: Sole proprietor NATURE: Ebay sales INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2023 ADDRESS: 629 Herald St, Plymouth MI 48170, United States DESCRIPTION: I will make my own Ebay listings and ship the cards myself once sold.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-16
• S63 Uniform Securities Agent State Law Examination
  2008-08-27

Designations

Other Names

• Brandon L Morris