Raymond Morrill, financial advisor Los Angeles CA
96 score

Raymond Morrill

CRD Number: 6126449
Current Firm: Rsm Us Wealth Management LLC

Raymond Morrill (CRD# 6126449) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Los Angeles, CA and has over 5 years of experience in the finance industry. Raymond Morrill 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.

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Professional Designations
Company Name Location Dates Years
Rsm Us Wealth Management LLC Los Angeles, CA Mar 2017 - Current 1
Cetera Advisor Networks LLC Los Angeles, CA Jun 2016 - Mar 2017 < 1
Argosy Wealth Management Los Angeles, CA Jun 2016 - Mar 2017 < 1
Unemployed Los Angeles, CA Mar 2016 - Jun 2016 < 1
Edward Jones St. Louis, MO Nov 2013 - Mar 2016 2
Unionbanc Investment Services La Habra, CA Oct 2012 - Nov 2013 1
Union Bank La Habra, CA Oct 2010 - Nov 2013 3
California State University Fullerton Fullerton, CA Jan 2012 - May 2013 1
Fullerton College Fullerton, CA Aug 2008 - Dec 2011 3
Friendly Hills Country Club Whittier, CA Dec 2008 - Oct 2010 1
Pacific Sunwear Brea, CA Aug 2008 - Dec 2008 < 1
La Serna High School Whittier, CA Sep 2003 - Jul 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Raymond M. Morrill
Phone Number: 612-376-9363
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,989
    MILLIONS
  • Total Number of Accounts
    12,693
    ACCOUNTS
  • Average Account Value
    $471,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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