Ryan Morris is a CFA-designated registered investment advisor at LPL Financial LLC, based in Boise, ID, with 22 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
250 Bobwhite Ct, Suite 330, Boise, ID, 83706
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan operates under Selkirk Capital Inc. as a DBA for his LPL business, dedicating nearly full-time hours to it. He also uses www.idahoinvests.com as another DBA for his LPL business, spending about a quarter of his time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
First Montauk Securities CORP.
Wells Fargo Investments, LLCBroker
Columbia Financial Center IncorporatedBroker
State Registrations16 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.