Michael J Morley
Investment adviser representative at LPL Financial LLC
49 yearsExperience
2 statesRegistered in
PFSDesignation
$819.1BFirm assets
Are you Michael J Morley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
49 years in the industry.
- LPL Financial LLCJun 2024 to now
- World Financial Group, Inc.Aug 2022 to now
- Morley and Company LLCMar 2015 to now
- Morley Consulting, LLCJan 1977 to now
- Transamerica Financial Advisors, IncNov 2022 to Jun 2024
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (CO, PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2364698
- Firm CRD
- 6413