Michael Morley
Michael Morley is a PFS-designated registered investment advisor at LPL Financial LLC, based in 857 Kedron Ave, PA, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
857 Kedron Ave, PA
Get directionsHistory
Regulatory History (3)
Regulatory
November 2001Criminal
September 1997Criminal
June 1988Other Business Activities
Michael is involved in several business activities, including Priority Wealth Partners, Gladstone Wealth Partners, Morley Consulting LLC, and Morley and Company LLC, all related to his investment business or tax preparation/accounting. Each of these activities takes a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Transamerica Financial Advisors, INC.
State Registrations2 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.