Rease Morin (CRD# 7075914) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 2 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 7053502
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Advocates Investment Management | Spokane, WA | Aug 2021 - Current | 2 |
| Lpl Financial, LLC | Olympia, WA | Apr 2021 - Current | 3 |
| Financial Advocates | Olympia, WA | Feb 2019 - Aug 2021 | 2 |
| Western Washington University | Bellingham, WA | Sep 2014 - Dec 2018 | 4 |
| Amazon | Dupont, WA | Jun 2016 - Aug 2016 | < 1 |
| High School | Olympia, WA | Jan 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- WA
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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