Unclaimed Profile

Douglas Morris

LOCKTON INVESTMENT ADVISORS, LLC·KANSAS CITY, Missouri

Clean recordLOCKTON INVESTMENT ADVISORS, LLC

444 W 47TH STREET, KANSAS CITY, MO 64112CRD# 1735746Firm CRD# 144133

Profile Verification

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

Identity

Douglas Morris · KANSAS CITY, MO

Registration

CRD #1735746 · LOCKTON INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Douglas Morris is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with LOCKTON INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Douglas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Douglas is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LOCKTON INVESTMENT ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at LOCKTON INVESTMENT ADVISORS, LLC →

Services

Other

Background

Compensation

Other: REFERRAL FEE

Regulatory

SEC/IARD CRD# 1735746

Firm CRD# 144133

View on FINRA BrokerCheck →

Looking for a financial advisor in KANSAS CITY?

Browse all registered financial advisors in KANSAS CITY, Missouri or claim this profile if it's yours.

Browse KANSAS CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Douglas Morris offer?

Douglas Morris is a registered financial advisor in KANSAS CITY, Missouri. Contact their office for details on services offered.

What are Douglas Morris's credentials?

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

Where is Douglas Morris located?

Douglas Morris is based in KANSAS CITY, Missouri, working with LOCKTON INVESTMENT ADVISORS, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Douglas Morris charge for services?

Douglas Morris's firm is compensated through other: referral fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOCKTON INVESTMENT ADVISORS, LLC?

LOCKTON INVESTMENT ADVISORS, LLC has approximately 27 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →