Lpl Financial LLC
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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Chris Morin Work History
Chris has 12 years of experience.
Lpl Financial, LLC
First Interstate Bank
Wells Fargo Bank, N.A
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Wells Fargo Advisors LLC
Wells Fargo Investments, LLC
Chris Morin has no disclosures.
Please visit their SEC profile for more details.
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