Chris Morin, financial advisor Missoula MT
93 score

Chris Morin

CRD Number: 5353575
Current Firm: Cetera Investment Advisers LLC

Chris Morin (CRD# 5353575) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Missoula, MT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Missoula, MT Sep 2015 - Current 1
First Interstate Bank Missoula, MT Sep 2015 - Current 1
Cetera Investment Services LLC St Cloud, MT Sep 2015 - Current 1
Wells Fargo Bank, N.a. Missoula, MT Sep 2015 - Sep 2015 < 1
Wells Fargo Advisors LLC Missoula, MT Jan 2011 - Sep 2015 4
Wells Fargo Investments, LLC Missoula, MT Feb 2008 - Jan 2011 2
Edward Jones Saint Louis, MO Jun 2007 - Feb 2008 < 1
Rent-a-center Plano, TX Aug 1999 - Apr 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Chris D. Morin
Phone Number: 888-528-2987
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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)
  • 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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