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Michael Morrison

31 Years of Experience
Plano, TX
BrokerSells Insurance

Michael Morrison is a registered investment advisor at Cetera Investment Advisers LLC, based in Plano, TX, with 31 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Michael is an insurance agent selling life insurance and annuities with various companies since 2020. He dedicates minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
September 2016 - May 2021 · 4 yrs 8 mos
Summit Brokerage Services, INC.Broker
September 2016 - September 2019 · 3 yrs
Vsr Advisory Services
February 2003 - September 2016 · 13 yrs 7 mos
The Masters, INC.
June 1999 - February 2003 · 3 yrs 8 mos
Vsr Financial Services, INC.Broker
March 1999 - September 2016 · 17 yrs 6 mos
Northstar Securities, INC.Broker
June 1998 - April 1999 · 10 mos
Dominion Capital CorporationBroker
October 1994 - December 1998 · 4 yrs 2 mos
State Registrations14 states
AKCACOFLILLAMAMOMSNENMOKTNTX
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.