Nathaniel Adam Morris
Investment adviser representative at Financial Life Advisors
14 yearsExperience
1 stateRegistered in
$366.3MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Financial Life AdvisorsApr 2020 to now
- Cetera Advisor Networks LLCNov 2017 to Aug 2019
- Christian Investment Advisors, Inc.Oct 2012 to Apr 2020
- Girard Securities, Inc.Jul 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial Life Advisors
Legal name: Financial Life Advisors LLC
$366.3MAssets managed
209Clients
7Advisers
9 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
- 4657148
- Firm CRD
- 128502