Ryan Morrison
Ryan Morrison is a registered investment advisor at LPL Financial LLC, based in Bellingham, WA, with 9 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
1700 Iowa St, Bellingham, WA, 98229
Get directionsHistory
Regulatory History (3)
Financial
July 2020Financial
August 2019Financial
January 2019Other Business Activities
Ryan is a board member of the Spokane Chapter-Military Officers Association of America, dedicating minimal time. He also operates Iron Point Northwest as a DBA for his LPL business, which is investment-related and takes nearly all of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
State Registrations19 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.