Christopher Alan Morgan
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCSep 2026 to now
- Cambridge Investment Research Advisors, Inc.Nov 2025 to Sep 2026
- Cambridge Investment Research, Inc.Nov 2025 to Sep 2026
- Osher Tax and WealthNov 2025 to Sep 2026
- LPL Financial LLCJul 2025 to Oct 2025
- Cadaret Grant & Co., Inc.Dec 2020 to Jul 2025
- Reconn Utility ServicesSep 2020 to Dec 2020
- UnemployedDec 2019 to Aug 2020
- Sullivan Trail ConstructionMar 2019 to Nov 2019
- Heath Consultants Inc.Apr 2016 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7319595
- Firm CRD
- 6413