Dustin Morris, financial advisor Fergus Falls MN

Dustin Morris

CRD Number: 4710398
Current Firm: Lpl Financial LLC

Dustin Morris (CRD# 4710398) is an Investment Advisor Representative working at Lpl Financial LLC in Fergus Falls, MN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Fergus Falls, MN Feb 2018 - Current 6
American Federal Bank Fergus Falls, MN Aug 2010 - Current 13
Invest Financial Corporation Tampa, FL Oct 2010 - Feb 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Dustin P. Morris
Phone Number: 704-733-3300
Registered State(s):
  • MN
  • ND
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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, WY

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