Robert Morrison, financial advisor Beaverton OR
71 score

Robert Morrison

CRD Number: 5419627
Current Firm: Lpl Financial LLC

Robert Morrison (CRD# 5419627) is an Investment Advisor Representative working at Lpl Financial LLC in Beaverton, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Beaverton, OR May 2015 - Current 1
Hornor Townsend & Kent Inc. Horsham, PA Oct 2011 - Apr 2015 3
Penn Mutual Life Ins Co Horsham, PA Oct 2011 - Apr 2015 3
Edward Jones St. Louis, MO Jun 2008 - Aug 2011 3
Edward Jones Ellensburg, WA Aug 2007 - Jun 2008 < 1
Central Washington University Ellensburg, WA Jun 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert R. Morrison
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
71

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