Edward MorrisseyCRD Number: 1873249
Current Firm: Lpl Financial LLC
Edward Morrissey (CRD# 1873249) is an Investment Advisor Representative working at Lpl Financial LLC in Sewickley, PA and has over 28 years of experience in the finance industry.
Wealthcare Capital Management LLC
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Lpl Financial LLC||Wexford, PA||Sep 2015 - Current||1|
|Morrissey Wealth Management Services (dba)||Sewickley, PA||Sep 2013 - Current||3|
|Various Insurance Carriers For W&r Insurance Agencies||Pittsburgh, PA||Oct 2014 - Sep 2015||< 1|
|Waddell & Reed, Inc.||Sewickley, PA||Oct 2014 - Sep 2015||< 1|
|Midland National Life Insurance Company||Des Moines, IA||Jan 2000 - Sep 2015||15|
|Principal Life Ins Co||Des Moines, IA||Aug 2013 - Oct 2014||1|
|Princor Financial Services Corp||Des Moines, IA||Aug 2013 - Oct 2014||1|
|New England Securities||Pittsburgh, PA||Jan 2013 - Aug 2013||< 1|
|Morrissey Wealth Management Services||Sewickley, PA||Aug 2010 - Aug 2013||3|
|Lincoln Financial Advisors||Sewickley, PA||Feb 2012 - Jan 2013||< 1|
|Princor||Des Moines, IA||Apr 2002 - Feb 2012||9|
|Principal Life||Pittsburgh, PA||Mar 2002 - Feb 2012||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
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
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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