Kelly Morford is a registered investment advisor at LPL Financial LLC, based in Libby, MT, with 3 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
609 W 8th St Unit C, Libby, MT, 59923
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly operates Glacier Peak Wealth Management as a DBA for her LPL business. She also owns Redband Flyfishing Apparel LLC, dedicates minimal time to Rocky Mountain Talent Services, Inc for web and graphic design, and co-owns Grumbo Ranch, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 states
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