Chris
Morin

Lpl Financial LLC

CRD#5353575
Investment Advisor
in Missoula, MT

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About this Advisor

Chris Morin is an investment advisor who works out of Missoula, Montana. Currently a registered financial advisor at Lpl Financial LLC, they have accrued 12 years of experience in the financial advisory industry. Morin holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Morin is registered to act as an advisor in Montana. The advisor has gained experience at Wells Fargo Bank, N.A, Wells Fargo Investments, LLC, Wells Fargo Advisors LLC, First Interstate Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Lpl Financial, LLC. Lpl Financial LLC is based out of Missoula, Montana, and operates out of 9,519 other brick-and-mortar locations across the nation. As a company, Lpl Financial LLC oversees $208 billion in assets dispersed across 892,326 client accounts and retains more than 23,035 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 890,301 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 28% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

101 East Front Street
Missoula, MT 59802

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

MT Average: $646,059,043
Total Number of Employees

23,035

MT Average: 13
Total Number of Accounts

892,326

MT Average: 661
Average Account Size

$232,867

MT Average: $977,396

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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
  • Other

Chris Morin Work History

Chris has 12 years of experience.

2016 - Present (5 years)

Lpl Financial, LLC

2015 - Present (6 years)

First Interstate Bank

2015 - 2015 (< 1 year)

Wells Fargo Bank, N.A

2015 - 2016 (1 year)

Cetera Investment Services LLC

2015 - 2016 (1 year)

Cetera Investment Advisers LLC

2011 - 2015 (4 years)

Wells Fargo Advisors LLC

2008 - 2011 (3 years)

Wells Fargo Investments, LLC

Disclosures

Chris Morin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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