Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Louie Morrison is a financial advisor with over 30 years of experience in the industry. John is a registered representative of LPL Financial LLC and has been with the firm since 2017. John has a wide range of experience in the financial services industry, including investment advisory, brokerage, and insurance. John has also been a registered representative of National Planning Corporation since 1999.
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.
1
2
CA
11/29/2017 - Present
LPL Financial LLC (STOCKTON CA)
CA
07/25/1999 - 11/29/2017
NATIONAL PLANNING CORPORATION (STOCKTON CA)
OR
07/27/1989 - 07/16/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 10/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Morrison is the right advisor for you? Invested Better is here to help.
