Johnny Morrison
Johnny Morrison is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 15 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
14881 Quorum Dr. Suite 125, Dallas, TX, 75254
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Johnny operates under the DBA Upstream Investment Partners for his LPL business. He also sells non-variable insurance products, dedicating a few hours per week to this activity, and acts as a co-trustee for the Kirk J. and Oleta Morrison Irrevocable Family Trust, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Spc
Sigma Financial CorporationBroker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Grand Financial, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Edward Jones
Edward JonesBroker
State Registrations5 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.