Unclaimed Profile

James Blake Morris

LLOYD ADVISORY SERVICES, LLC·SUWANEE, Georgia

Series 65Clean record18 years registeredLLOYD ADVISORY SERVICES, LLC

3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA 30024CRD# 5428483Firm CRD# 150582

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Blake Morris · SUWANEE, GA

Registration

CRD #5428483 · LLOYD ADVISORY SERVICES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

THE LLOYD ADVISORY GROUP

Jul 2009 – present

ENVISION INVESTMENT ADVISORS, LLC

May 2009 – Jun 2009

SUWANEE, GA

ENVISION INVESTMENT ADVISORS, LLC

Feb 2008 – Dec 2008

SUWANEE, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 19, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LLOYD ADVISORY SERVICES, LLC

CRD 150582 · SEC 801-117056

AUM

$300M

Regulatory assets under management

Employees

2,486 client accounts

Services offered by LLOYD ADVISORY SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LLOYD ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does James Blake Morris offer?

James Blake Morris specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SUWANEE, Georgia for a consultation.

What are James Blake Morris's credentials?

James Blake Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Blake Morris located?

James Blake Morris is based in SUWANEE, Georgia, working with LLOYD ADVISORY SERVICES, LLC. Their office serves clients in the SUWANEE metropolitan area and surrounding communities.

How does James Blake Morris charge for services?

James Blake Morris's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LLOYD ADVISORY SERVICES, LLC?

LLOYD ADVISORY SERVICES, LLC has approximately 14 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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