Raymond Morrill (CRD# 6126449) is an Investment Advisor Representative working at Choreo, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry. Raymond Morrill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Rsm Us Wealth Management LLC | Los Angeles, CA | Mar 2017 - Current | 7 |
Cetera Advisor Networks LLC | Los Angeles, CA | Jun 2016 - Mar 2017 | < 1 |
Argosy Wealth Management | Los Angeles, CA | Jun 2016 - Mar 2017 | < 1 |
Unemployed | Los Angeles, CA | Mar 2016 - Jun 2016 | < 1 |
Edward Jones | St. Louis, MO | Nov 2013 - Mar 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2012 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- CA
- NV
- TX
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Total Assets Under Management16,031MILLIONS
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Total Number of Accounts24,966ACCOUNTS
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Average Account Value$642,108
- 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)
- Other
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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