Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Morrison is a financial advisor with over 24 years of experience. David is registered as a registered representative and an investment advisor representative and has passed the SIE, Series 6, Series 7 and Series 66 exams. David works with clients in Arizona, Colorado, Florida, Iowa, Kansas, Maine, Maryland, Minnesota, New Hampshire, New Mexico, Oregon, Tennessee, Texas, Virginia, and Washington. David is currently employed with LPL Financial LLC and has been with the firm since March 2004. Prior to joining LPL Financial LLC, David was employed with BANC ONE SECURITIES CORPORATION from January 1999 to February 2004. David works with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. David specializes in financial planning, portfolio management, and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
07/29/2004 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
IL
01/01/1999 - 02/24/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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