Hugh Steven Morris
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCAug 2024 to now
- J.P. Morgan Securities LLCJan 2022 to Aug 2024
- JP Morgan Chase Bank, N.A.Jan 2022 to Aug 2024
- Fisher InvestmentsJan 2021 to Jan 2022
- Pdfly, LLCMay 2020 to Dec 2020
- Mcgary and AssociatesSep 2016 to May 2017
- University of North Carolina At CharlotteAug 2015 to May 2017
- Bank of America, N.A.Jul 2015 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2015 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (MO, NC, 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
- 6823930
- Firm CRD
- 6413