Gerald Morse
Gerald Morse is a registered investment advisor at LPL Financial LLC, based in Grand Blanc, MI, with 30 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
8235 Holly Rd., Ste 4, Grand Blanc, MI, 48439-2442
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Gerald operates MMB Advisors as a DBA for his LPL business and MMB Associates LLC for tax/investment purposes. He is also an insurance agent for non-variable insurance through Exclusive Insurance Brokerage and Associates of Clifton Park, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations19 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.