David MorrisonCRD Number: 5463175
Current Firm: Ameriprise Financial Services, Inc.
David Morrison (CRD# 5463175) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Boise, ID and has over 8 years of experience in the finance industry. David Morrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
|Ameriprise Financial Services Inc.||Boise, ID||Nov 2013 - Current||3|
|Morrison Asset Management||Boise, ID||Jan 2011 - Nov 2013||2|
|Idaho Brewing Company, LLC||Boise, ID||May 2009 - Nov 2013||4|
|Various Insurance Carriers For W & R Insurance Agencies||Boise, ID||Mar 2008 - Nov 2013||5|
|Waddell & Reed, Inc.||Boise, ID||Nov 2007 - Nov 2013||6|
|Us Doi/blm||Boise, ID||Aug 2008 - Aug 2008||< 1|
|Us Doi/blm||Boise, ID||May 2007 - Nov 2007||< 1|
|Wasatch Powderbird Guides||Snowbird, UT||Dec 2006 - May 2007||< 1|
|Unemployed||Boise, ID||Oct 2006 - Dec 2006||< 1|
|Us Doi/blm||Boise, ID||Jun 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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