Noah Roberts Morris
Investment adviser representative at LPL Financial LLC
10 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Noah Roberts 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
10 years in the industry.
- LPL Financial LLCAug 2022 to now
- The Vanguard Group, Inc.Jun 2021 to Aug 2022
- Indiana UniversityAug 2020 to May 2021
- UnemployedMar 2020 to Aug 2020
- Ies AbroadJan 2020 to Mar 2020
- Indiana UniversityAug 2019 to Jan 2020
- Life Time FitnessMay 2019 to Aug 2019
- Indiana UniversityAug 2018 to May 2019
- Life Time FitnessMay 2018 to Aug 2018
- Indiana UniversityAug 2017 to May 2018
- Cbc Pool ManagementJun 2017 to Aug 2017
- Radnor High SchoolSep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, 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
- 7404864
- Firm CRD
- 6413