Bryce Carroll Morley
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 LLCJul 2025 to now
- One Pacific Financial StrategiesJan 2025 to Jun 2025
- UnemployedDec 2024 to Jan 2025
- Emerson EquityAug 2024 to Dec 2024
- UnemployedMay 2024 to Aug 2024
- Student Painters House PaintingFeb 2023 to Jun 2023
- Curl MarketOct 2022 to May 2024
- The Ohio State UniversityAug 2020 to May 2024
- Five Guys Enterprises, LLCJul 2017 to Oct 2017
- Mt. Carmel High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7978073
- Firm CRD
- 6413