Richard Lowery Morris
Investment adviser representative at Huntleigh Advisors, Inc.
10 yearsExperience
10 statesRegistered in
$781.8MFirm assets
22 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Huntleigh Advisors, Inc.Apr 2024 to now
- Huntleigh Securities CorporationApr 2024 to now
- Wolfrum and Company, LLCOct 2018 to Mar 2024
- Huntleigh Securities CorporationOct 2018 to Dec 2021
- UnemployedApr 2018 to Oct 2018
- Horizon TrustJun 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 10 states (AZ, FL, IN, KY, MD, MO, NC, NV, SC, WI).
Huntleigh Advisors, Inc.
$781.8MAssets managed
1,838Clients
64Advisers
22 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
- 7033514
- Firm CRD
- 113412