Morgan Stanley
45yrs
Top advisor by experience in Yakima
21yrs
James Morrison is a fiduciary financial advisor in Yakima, Washington, with 21 years in the industry. James joined LPL Financial in 2025, after eight years at Financial Advocates Investment Management and three years at Waddell & Reed. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 112 advisors with offices in Yakima, and one of 108 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 67% of advisors in Washington
Office1450 N 16th Ave, Suite 100, Yakima, WA 98902
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowLPL Financial LLCCurrent firm
- 2017 – 2025Financial Advocates Investment ManagementPreviously
- 2014 – 2017Waddell & ReedPreviously
- 2005 – 2007Wells Fargo Investments, LLCPreviously
Contact James
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for James. 1450 N 16th Ave, Suite 100Yakima, WA 98902Office · Get directions Facebook pageLPL Financial
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call LPL Financial at (704) 733-3300 and ask for James Morrison. James works from the Yakima, WA office.
How long has James been a financial advisor?
James has been in the industry since 2005, about 21 years. More experience than 67% of advisors in Washington.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James 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.
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