John Morrell, financial advisor Phoenix AZ
63 score

John Morrell

CRD Number: 1301741
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

John Morrell (CRD# 1301741) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Phoenix, AZ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
John H. Morrell, Ltd. Phoenix, AZ Aug 1979 - Current 37
Morrell & Associates Phoenix, AZ Oct 1972 - Current 44
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Sep 2005
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for John H. Morrell
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
  • WA
  • NV
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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, VT, WA, WI, WV

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BADGES
63

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