Morgan Pyle
Investment adviser representative at LPL Financial LLC
29 yearsExperience
1 stateRegistered 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
29 years in the industry.
- LPL Financial LLCJun 2022 to now
- Bank of America, N.A.Jan 2019 to Jun 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Jun 2022
- JP Morgan Chase BankAug 2017 to Dec 2018
- JP Morgan Securities LLCAug 2017 to Dec 2018
- Wells Fargo Clearing Services, LLCDec 2016 to Jul 2017
- Wells Fargo Bank, NAOct 2015 to Jul 2017
- Arizona State UniversityMay 2015 to May 2017
- Simplex ManagementFeb 1997 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6103783
- Firm CRD
- 6413