John Morrow, financial advisor Cedar Rapids NE
93 score

John Morrow

CRD Number: 5514920
Current Firm: Royal Alliance Associates, Inc.

John Morrow (CRD# 5514920) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Cedar Rapids, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Cedar Rapids, NE May 2015 - Current 1
Cedar Rapids State Bank Cedar Rapids, NE May 2015 - Current 1
Financial Dimensions Group, Inc. Cedar Rapids, NE May 2015 - Current 1
Raymond James Financial Services Advisors Inc. Papillon, NE Dec 2012 - May 2015 2
Raymond James Financial Services, Inc. Papillion, NE Nov 2012 - May 2015 2
Pinnacle Bank Papillion, NE Nov 2012 - May 2015 2
Proequities, Inc. Omaha, NE Jun 2008 - Oct 2012 4
Honkamp Krueger Financial Services Omaha, NE Nov 2007 - Oct 2012 4
Harry A. Koch Omaha, NE Dec 2001 - Oct 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for John R. Morrow
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
  • IA
  • MN
  • SD
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
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
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
93
Clean Record
This advisor has a clean track record with regulators.

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