Travis Morrow is a registered investment advisor at LPL Financial LLC, based in Kennewick, WA, with 19 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
9001 West Tucannon Ave Ste 110, Kennewick, WA, 99336
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Travis owns Morrow Financial Group, Inc. and Verus Capital Partners, LLC for tax/investment purposes, dedicating minimal time and nearly full-time respectively. He also operates 3 Rivers Financial Group as a DBA for his LPL business, dedicating nearly full-time to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Arbor Point Advisors
Verus Capital Partners, LLC
Verus Capital Partners, LLC
Securities America, INC.Broker
Qa3 Financial CORP.Broker
H. Beck, INC.Broker
Multi-Financial Securities CorporationBroker
Legacy Financial Services, INC.Broker
State Registrations12 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.