Lamar Montgomery Morris
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$197.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedFeb 2020 to now
- Bank of America, N.A.May 2011 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1997
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2970074
- Firm CRD
- 793