Larry
Morrison
Sagepoint Financial, Inc
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About this Advisor
Larry Morrison is a financial advisor who works out of Fort Lauderdale, Florida with 6 years of relevant experience. Morrison currently works for Sagepoint Financial, Inc. The advisor has gained experience at Metlife Securities Inc, Princor Financial Services Corp, Sagepoint Financial, Inc, Principal Life Insurance Company and The Collaborative Financial Group LLC. Morrison maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to serve investors in Florida. Sagepoint Financial, Inc is a company operating out of Phoenix, AZ. The company has offices in 770 locations and a total of 3,563 people on staff. It administers $17 billion in assets under management across its 86,848 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 113 charities and foundations. Of its 86,848 client accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Sagepoint Financial, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which service is offered. Fee types billed by Sagepoint Financial, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Larry Morrison Work History
Larry has been registered as a financial advisor for 6 years.*
Sagepoint Financial, Inc
The Collaborative Financial Group LLC
Princor Financial Services Corp
Principal Life Insurance Company
Metlife Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Larry Morrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sagepoint Financial, Inc
Syracuse, NY
Appleton, WI
Fresno, CA
Spring, TX
Braintree, MA
De Pere, WI
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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