Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Morrison is an investment advisor representative for Regal Investment Advisors LLC. Michael has been in the industry since 1983 and has experience with Financial Advisers of America, LLC, Raymond James Financial Services, Inc., Commonwealth Financial Network, Banc of America Investment Services, Inc., BA Investment Services, Inc., GNA Securities, Inc., and Griffin Financial Services. Michael is a Certified Financial Planner and holds Series 63, Series 65, and Series 7 licenses. Michael specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting 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.
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.
Third party fees
1
2
CA
07/01/2013 - Present
Regal Investment Advisors LLC (FOUNTAIN VALLEY CA)
CA
04/16/2010 - 04/22/2013
FINANCIAL ADVISERS OF AMERICA, LLC (SANTA ANA CA)
CA
11/03/2006 - 04/16/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (SANTA ANA CA)
CA
01/26/2006 - 10/19/2006
COMMONWEALTH FINANCIAL NETWORK (FOUNTAIN VALLEY CA)
MA
07/12/1999 - 10/25/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/30/1992 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
07/08/1991 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
12/21/1983 - 07/15/1991
GRIFFIN FINANCIAL SERVICES
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Morrison is the right advisor for you? Invested Better is here to help.
