Financial Plan
43yrs
Top advisor by experience in Bellingham
11yrs
Ryan Morrison has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Bellingham, Washington. Ryan has been with LPL Financial since 2025; before that, Ryan spent a year at Osaic Wealth and two years at Securities America Advisors. 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 212 advisors with offices in Bellingham, and one of 198 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office1700 Iowa St, Bellingham, WA 98229
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 ?2 states
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
- May 2025 – nowLPL Financial LLCCurrent firm
- Jun 2024 – May 2025Osaic Wealth, Inc.Previously
- Sep 2022 – Jun 2024Securities America Advisors, Inc.Previously
- Apr 2021 – Sep 2022Osaic Wealth, Inc.Previously
- Jul 2019 – Apr 2021Pruco Securities, LLC.Previously
- 2016 – 2019Edward JonesPreviously
Contact Ryan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Ryan. 1700 Iowa StBellingham, WA 98229Office · Get directions Facebook pageLPL Financial
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Questions to ask Ryan
Tailored to Ryan’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 Ryan
How do I contact Ryan?
Call LPL Financial at (704) 733-3300 and ask for Ryan Morrison. Ryan works from the Bellingham, WA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan 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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