John Morrill (CRD# 2133341) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Evergreen, CO and has over 33 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Succession Planning | Evergreen, CO | Jan 2024 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Aug 2022 - Current | 1 |
| Life Strategies | Evergreen, CO | Apr 2022 - Current | 2 |
| Jem Strategies, LLC | Evergreen, CO | Jun 2019 - Current | 4 |
| Nfg Brokerage | Evergreen, CO | Sep 2017 - Current | 6 |
| Stephen A. Kohn & Associates, Ltd. | Lakewood, CO | Mar 2019 - Oct 2021 | 2 |
| Voya American Equities | Denver, CO | Sep 2014 - Sep 2017 | 3 |
| Security Life Of Denver Insurance Compan | Denver, CO | Sep 1996 - Sep 2017 | 21 |
| Ing America Equities Inc. | Denver, CO | Jan 2003 - Sep 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1991 |
- CO
- TX
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Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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