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Morris Leon Brunson

WOODSTOCK FINANCIAL GROUP, INC.·WOODSTOCK, Georgia
Unclaimed Profile
117 TOWNE LAKE PARKWAY, WOODSTOCK, GA 30188CRD# 2591114Firm CRD# 38095
01

About

Morris Leon Brunson is a registered financial advisor based in WOODSTOCK, Georgia, affiliated with WOODSTOCK FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WOODSTOCK FINANCIAL GROUP, INC.
WOODSTOCK FINANCIAL GROUP, INC.
AUM
$246M
Regulatory assets under management
Employees
60
Total firm employees
View all advisors at WOODSTOCK FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2591114
Firm CRD# 38095
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Morris Leon Brunson offer?
Morris Leon Brunson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODSTOCK, Georgia for a consultation.
What are Morris Leon Brunson's credentials?
Morris Leon Brunson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Morris Leon Brunson located?
Morris Leon Brunson is based in WOODSTOCK, Georgia, working with WOODSTOCK FINANCIAL GROUP, INC.. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.
How does Morris Leon Brunson charge for services?
Morris Leon Brunson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODSTOCK FINANCIAL GROUP, INC.?
WOODSTOCK FINANCIAL GROUP, INC. has approximately 60 employees and manages $246M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WOODSTOCK
Carl Albert Youngdale — ADVISOR FINANCIAL SERVICES, LLPDennis Willard Taylor — TRIUMPH WEALTH ADVISORS, INC.William Jasper Raike — WOODSTOCK WEALTH MANAGEMENT, INC.Melissa Lynn Whitley — WOODSTOCK FINANCIAL GROUP, INC.Jason Paul Daugherty — TRIUMPH WEALTH ADVISORS, INC.
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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