Racey Alan Morris
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm assets
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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
12 years in the industry.
- LPL Financial LLCJun 2021 to now
- Rmg Financial Group, LLCSep 2015 to now
- Eagle Strategies LLCDec 2014 to Jun 2021
- New York Life Insurance CompanyNov 2014 to Jun 2021
- Nylife Securities LLCNov 2014 to Jun 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 3074083
- Firm CRD
- 6413