Raymond
Morrill
Choreo, LLC
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About this Advisor
Raymond Morrill is a certified financial planner operating in Los Angeles, California, with a total of 6 years of industry experience. Morrill currently works for Choreo, LLC. Over the course of their career, they have held roles at California State University Fullerton, Union Bank, Unionbanc Investment Services, Edward Jones, Cetera Advisor Networks LLC, Argosy Wealth Management and Rsm Us Wealth Management LLC. Morrill holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in California, Nevada and Texas. Choreo, LLC is an advisory firm based in Minneapolis, MN. It has offices in 31 locations and a total of 189 financial advisors. It controls $12 billion in assets under management among its 21,280 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 21,280 client accounts, 64% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a wide range 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 other services. Fees charged by financial advisors typically are based on which services are provided. However, fees charged by Choreo, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Choreo, LLC Brokerage Details
$12,190,108,351
189
21,280
$572,843
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
- Other
Raymond Morrill Work History
Raymond has been registered as a financial advisor for 6 years.*
Rsm Us Wealth Management LLC
Cetera Advisor Networks LLC
Argosy Wealth Management
Edward Jones
California State University Fullerton
Unionbanc Investment Services
Union Bank
*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 Raymond Morrill 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 Choreo, LLC
Rockford, IL
Minneapolis, MN
Charlotte, NC
Richmond, VA
Des Moines, IA
Minneapolis, MN
Petaluma, CA
Los Angeles, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
