Michael Morrison
Michael Morrison is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Anchorage, AK, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
188 W Northern Lights Blvd., Suite 1210, Anchorage, AK, 99503
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2008Customer Dispute
June 1999Criminal
Other Business Activities
Michael works part-time as a bookkeeper for Accu-Type Depositions, matching checks with invoices and entering data in Quicken. This takes a few hours per week and does not occur during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.