Michael William Morris
Investment adviser representative at LPL Financial LLC
27 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
27 years in the industry.
- LPL Financial LLCDec 2023 to now
- Pinnacle Accounting IncSep 2016 to now
- Rental PropertyJan 2016 to now
- Pinnacle Executive LLCJan 2008 to now
- Financial Guidance ServicesOct 1999 to now
- Pinnacle Accounting Inc dba Financial Guidance Services PlcOct 1999 to now
- Piper AccountingSep 2016 to Sep 2018
- Avantax Insurance Agency, LLCAug 2012 to Dec 2023
- Avantax Advisory ServicesDec 2008 to Dec 2023
- Avantax Investment Services, Inc.Aug 2006 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 2818335
- Firm CRD
- 6413