Kenneth Craig Morris

Current Employers

Employment History

• 05/2003 → 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 → 2022-06-06
  Lpl Financial Llc
  Troy, MI
  Detroit, MI
• 2010-01-22 → 2018-02-16
  Invest Financial Corporation
  Troy, MI
  Appleton, WI
  Detroit, MI

Other Businesses

Business Name: SOCIETY FOR LIFETIME PLANNING POSITION: Vice President NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/03/1992 ADDRESS: 1111 w'. Long Lake, #300, Troy MI 48098 DESCRIPTION: Responsible for the overall direction and compliance of the advisors in the office. Business Name: AUTHOR POSITION: Author NATURE: Author of book INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2020 ADDRESS: 1111 w long lake, #300, Troy MI 48098 DESCRIPTION: I wrote a book that can be purchased on Amazon and Barnes and Noble Title A Thought for Your Pennies Business Name: KESTRA ADVISORY SERVICES ,LLC(KAS) POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/05/2022 ADDRESS: 5707 Southwest Parkway,, Building 2, suite 400, Austin TX 78735 DESCRIPTION: advisory to clients Business Name: KEN MORRIS INSURANCE POSITION: self NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/1990 ADDRESS: 1111 W. Long Lake, #300, Troy MI 48098 DESCRIPTION: insurance Business Name: HIGHLAND HOMEOWNER ASSOCIATION POSITION: elected volunteer NATURE: home owners association INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 1 Highlands Drive, Harbor Springs MI 4974 DESCRIPTION: Sounding board for homeowners in community. Approve new construction and landscaping etc Business Name: CLOISTERS HOA POSITION: Director NATURE: HOA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 2555, Stoneykirk Ct, Oakland MI 48306 DESCRIPTION: Sounding board for home owners in community. Screen contractors.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-05-23

Designations

Other Names

• Ken Morris