Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Lynn Morrison is a financial advisor currently affiliated with Independent Financial Partners. Judy has been in the financial services industry for over 28 years. She has a wide range of experience in the industry, including working for several other firms including LPL Financial LLC, American Portfolios Financial Services, Inc. and Nathan & Lewis Securities, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
KY
10/08/2020 - Present
Independent Financial Partners (Louisville KY)
KY
06/02/2017 - 09/25/2020
LPL FINANCIAL LLC (LOUISVILLE KY)
KY
10/21/2002 - 06/02/2017
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LOUISVILLE KY)
NY
06/14/1996 - 10/28/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
08/04/1995 - 06/26/1996
MFI INVESTMENTS CORP. (BRYAN OH)
PA
06/03/1994 - 08/07/1995
PNC BROKERAGE CORP (PITTSBURGH PA)
IA
09/22/1993 - 06/06/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 02/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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