Racey Morris (CRD# 3074083) is an Investment Advisor Representative working at Lpl Financial LLC in Hilliard, OH and has over 22 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hilliard, OH | Jun 2021 - Current | 2 |
| Rmg Financial Group, LLC | Dublin, OH | Sep 2015 - Current | 8 |
| Eagle Strategies LLC | Dublin, OH | Dec 2014 - Jun 2021 | 6 |
| Nylife Securities LLC | Dublin, OH | Nov 2014 - Jun 2021 | 6 |
| New York Life Insurance Company | Dublin, OH | Nov 2014 - Jun 2021 | 6 |
| Raymond James Fin Svcs Advs Inc. | Dublin, OH | Jan 2009 - Nov 2014 | 5 |
| Raymond James Fin Services | Dublin, OH | Jun 2008 - Nov 2014 | 6 |
| Rmg Financial Group LLC | Dublin, OH | Apr 2008 - Nov 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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