Isaac James Morris
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Isaac James Morris? 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
15 years in the industry.
- LPL Financial LLCMay 2022 to now
- Cuna Brokerage Services, Inc.Sep 2019 to now
- Cuna Mutual GroupSep 2019 to now
- Flat Rate Prep LLCAug 2019 to now
- UnemployedMay 2019 to Jul 2019
- Ameriprise Financial Services, Inc.Sep 2018 to Apr 2019
- Lochner & AssociatesSep 2018 to Apr 2019
- Cetera Advisor Networks LLCSep 2013 to Sep 2018
- Cashdollar and Associates, LLCJan 2011 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 5891778
- Firm CRD
- 6413