Clint Morrison, financial advisor Helena MT
89 score

Clint Morrison

CRD Number: 6264508
Current Firm: Royal Alliance Associates, Inc.

Clint Morrison (CRD# 6264508) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Helena, MT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Butte, MT Nov 2013 - Current 3
American Federal Savings Bank Helena, MT Jun 2001 - Dec 2013 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Clint J. Morrison
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
  • MT
  • NV
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
89
Clean Record
This advisor has a clean track record with regulators.

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