Mark Giffin Morrison
Investment adviser representative at Northeast Planning Associates, Inc.
16 yearsExperience
1 stateRegistered in
$414MFirm assets
9 yearsFirm in business
Are you Mark Giffin Morrison? 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
- Pension consulting
Experience
16 years in the industry.
- Northeast Planning Associates, Inc.Jun 2025 to now
- LPL Financial LLCJun 2025 to now
- Ameriprise Financial Services, LLCNov 2020 to May 2025
- Edward JonesSep 2015 to Nov 2020
- Mark Morrison Consulting, dba Sage SolutionsMar 2010 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (ME).
Northeast Planning Associates, Inc.
$414MAssets managed
959Clients
74Advisers
9 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
- 6556583
- Firm CRD
- 131406