Michael Morrow (CRD# 5958029) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Radnor, PA and has over 12 years of experience in the finance industry.
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1982803
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors | Philadelphia, PA | Dec 2019 - Current | 4 |
| Lincoln Financial Securities Corporation | Philadelphia, PA | Dec 2019 - Current | 4 |
| Unemployed | Chester Springs, PA | Oct 2019 - Current | 4 |
| Wilmington Trust | Wilmington, DE | Apr 2018 - Oct 2019 | 1 |
| M&t Securities, Inc. | Wilmington, DE | Apr 2018 - Oct 2019 | 1 |
| Capital One Investing LLC | Wilmington, DE | Jan 2016 - Apr 2018 | 2 |
| J.p. Morgan Securities LLC | Newark, DE | Sep 2014 - Jan 2016 | 1 |
| Jpmorgan Chase Bank Na | Newark, DE | Sep 2014 - Jan 2016 | 1 |
| Anothony Alfieri Cpa LLC | Landenberg, PA | Mar 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- PA
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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