Brandy Nicole Dyer morris
Investment adviser representative at Axos Invest, Inc
12 yearsExperience
1 stateRegistered in
$150.8MFirm assets
12 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Axos Invest, IncJul 2023 to now
- Axos Clearing, LLCJul 2023 to now
- Edward JonesMay 2023 to now
- Cetera Advisor NetworksSep 2021 to May 2023
- Carson GroupAug 2021 to May 2023
- Securities America, Inc.Sep 2019 to Aug 2021
- TD AmeritradeNov 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NE).
Axos Invest, Inc
$150.8MAssets managed
6,792Clients
14Advisers
12 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
- 6419064
- Firm CRD
- 150953