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JM
CFP
JM
CFP

John Morrow

LPL Financial LLC
38 Years of Experience
Panama City, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Morrow is a CFP-designated registered investment advisor at LPL Financial LLC, based in Panama City, FL, with 38 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2101 Northside Drive #102, Panama City, FL, 32405

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is a board member of the Gulf Yachting Association, dedicating minimal time. He is also involved with Channel Resources Inc. and John B. Morrow Properties, a real estate rental business, dedicating about a quarter of his time to Channel Resources Inc. and minimal time to the real estate business.

Employment History
Current Registrations
LPL Financial LLCBroker
February 1992 - Present · 34 yrs 8 mos
LPL Financial LLC
February 1992 - Present · 34 yrs 8 mos
Previous Registrations
Investment Management & Research, INCBroker
May 1988 - February 1992 · 3 yrs 9 mos
Fsc Securities CorporationBroker
October 1987 - June 1988 · 8 mos
State Registrations16 states
ALARCOFLGAKYLAMEMSNCNYOKSCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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