Michael Morrison is a fiduciary financial advisor in Fountain Valley, California, with 42 years in the industry. After three years at Financial Advisers of America and a year at Raymond James Financial Services Advisors, Michael joined Regal Investment Advisors in 2013, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$332,705
Advisors at the firm117
States licensed ?1 state
Services through Regal Investment Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
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If you use outside managers, how are they chosen and what do they cost on top of your fee?
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About Michael
How do I contact Michael?
Call Regal Investment Advisors at (616) 224-2204 and ask for Michael Morrison. Michael works from the Fountain Valley, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1984, about 42 years. Top 2% by experience in California.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Regal Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.