Morgan Allen
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 LLCOct 2025 to now
- The Church of Jesus Christ of Latter Day SaintsAug 2024 to Oct 2025
- StudentJan 2024 to Aug 2025
- Ruby River SteakhouseJan 2024 to Aug 2024
- UnemployedApr 2023 to Dec 2023
- StudentMay 2020 to Mar 2023
- Ruby River SteakhouseMay 2020 to Aug 2022
- UnemployedApr 2020 to Apr 2020
- The Church of Jesus Christ of Latter Day SaintsJul 2018 to Mar 2020
- UnemployedJun 2018 to Jun 2018
- Jc PenneyJun 2017 to Aug 2017
- StudentJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 8183727
- Firm CRD
- 6413