TM
TM
Thomas Morrill
25 Years of Experience
Gurnee, IL
Broker
Thomas Morrill is a registered investment advisor at Raymond James & Associates, INC., based in Gurnee, IL, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Gurnee, IL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
May 2016 - Present · 10 yrs
Raymond James & Associates, INC.
May 2016 - Present · 10 yrs
Raymond James & Associates, INC.Broker
May 2016 - Present · 10 yrs
Previous Registrations
Morgan Stanley
October 2009 - June 2016 · 6 yrs 8 mos
Morgan StanleyBroker
September 2009 - June 2016 · 6 yrs 9 mos
Credit Suisse Securities (USA) LLCBroker
January 2003 - September 2009 · 6 yrs 8 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
December 2000 - January 2003 · 2 yrs 1 mo
State Registrations20 states
ALCACOCTFLILINMAMIMNNCNJNYOKORTXUTVAWAWI
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.