John Morrill
John Morrill is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Evergreen, CO, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Evergreen, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
John is an insurance agent selling various fixed insurance products, including life, health, disability, annuities, and long-term care, since 1992, dedicating about 10-20% of his time. He is also involved in financial services through NFG Advisors, LLC, fixed insurance activities through JEM Strategies, LLC, life insurance marketing through Life Strategies, wholesaling fixed insurance products through NFG Brokerage, and fixed insurance design/underwriting through Global Succession Planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Dmk Advisor Group, INC.Broker
Voya America Equities, INC.Broker
Multi-Financial Securities CorporationBroker
Ing America Equities, INC.Broker
Sigma Financial CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations5 states
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