Richard Joseph Morowczynski
Investment adviser representative at LPL Financial LLC
34 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Richard Joseph Morowczynski? 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
34 years in the industry.
- LPL Financial, LLCNov 2024 to now
- Avantax Advisory ServicesSep 2004 to Nov 2024
- Avantax Investment Services, Inc.Sep 2004 to Nov 2024
- Richard J. Morowczynski CfpFeb 2004 to Nov 2024
- Mutual of New YorkNov 1994 to Nov 2024
- Avantax Insurance Agency, LLCJan 1992 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2418103
- Firm CRD
- 6413