Roderick Morrison
Roderick Morrison is a registered investment advisor at Wells Fargo Advisors, based in Troy, OH, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
51 S Stanfield Rd, Troy, OH, 45373
Get directionsHistory
Regulatory History (1)
Criminal
December 1983Other Business Activities
Roderick has several outside business activities. He has partial ownership in 5941 Company LLC and CMD Company LLC, and full ownership of Crystal Ball Financial LLC. He also serves as a trustee for a family trust. Roderick spends nearly full-time hours at CMD Company LLC, and minimal time at the other entities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations37 states
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