Dustin Morris is a registered investment advisor at LPL Financial LLC, based in Fergus Falls, MN, with 16 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
117 S Mill St, Fergus Falls, MN, 56537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dustin operates under the DBA American Federal Investments for his LPL business since 2011, dedicating about 10-20% of his time. He also fulfills a financial institution duty at American Federal Bank, spending nearly full-time hours, and serves as a Notary Public, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Primevest Financial Services, INC.Broker
State Registrations10 states
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