Paul Ray Morris

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 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

• 12/2009 → Present
  Trinity Financial Corporation
  Covington, LA
• 04/1998 → 01/2018
  Raymond James Financial Services, Inc.
  Metairie, LA
• 04/2013 → Present
  Mc Squared Alpha Llc
  Covington, LA
• 02/2014 → 01/2018
  Raymond James Financial Services Advisors Inc.
  Covington, LA
• 10/2014 → Present
  Mc Squared Properties Llc
  Covington, LA
• 01/2006 → Present
  Paul R. Morris, Clu, Chfc, Aep
  Covington, LA
• 01/2018 → Present
  Harbor Financial Services, Llc
  Covington, LA
• 12/2021 → Present
  Level Four Advisory Services
  Dallas, TX

Previous Registrations

• 2014-02-06 → 2018-01-09
  Raymond James Financial Services Advisors, Inc
  Covington, LA
• 2010-08-19 → 2014-02-05
  Morris, Paul R.
  Covington, LA

Other Businesses

1. MC Squared Properties, LLC - 712 West 14th Avenue, Covington, LA 70433, start date, 2/2007, non-investment related, Agent to maintain minor aged children's inherited property (home). 1hr per month, 0 during trading. Duties include, general home maintenance, paying property taxes and utilities. 2. MC Squared Alpha, LLC - 214 E. Gibson Street, Covington, LA 70433, start date 11/2007, non-investment related. Managing Member, 1hr per month, 0 during trading. Owns commercial space at 214 East Gibson St., Covington, LA 70433. Duties are collecting rent and maintenance of building. 3. Trinity Financial Corporation, Not investment related, 214 E. Gibson Street, Covington, LA 70433 Start date 5/1991, President, Insurance Agency. 214 East Gibson St., Covington, LA 70433, 4 hrs per month, 4 hrs during trading. Licensed insurance agency for fixed insurance products, term life, whole life, disability, LTC. 4. Paul Ray Morris, LLC - 214 E. Gibson Street, Covington, LA 70433, Start Date 12/2014, Investment Related, Managing Member, 2hr per month, .5hrs during trading.www.paulrmorris.net, Flow through entity to maintain income and expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-24
• S63 Uniform Securities Agent State Law Examination
  1997-09-25

Designations

• Chartered Financial Consultant