Wayne Morrill (CRD# 4862367) is an Investment Advisor Representative working at Morrill Financial Services in Scituate, MA and has over 19 years of experience in the finance industry. Wayne 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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Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morrill Financial Services | Scituate, MA | Aug 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
- MA
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Total Assets Under Management5MILLIONS
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Total Number of Accounts13ACCOUNTS
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Average Account Value$396,254
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
MA
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