Andrew Garrett Morris
Investment adviser representative at LPL Financial LLC
20 yearsExperience
3 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
20 years in the industry.
- LPL Financial LLCJan 2023 to now
- Morris Financial ServicesJun 2012 to now
- Army National GuardNov 2006 to now
- Cambridge Investment Research Advisors, Inc.Oct 2017 to Jan 2023
- Cambridge Investment Research, Inc.Oct 2017 to Jan 2023
- Invest Financial CorpJan 2009 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, 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
- 5014739
- Firm CRD
- 6413