Integrity Financial Advisors
44yrs
Top advisor by experience in Forest
8yrs
Michael Morrison
Financial advisor at Raymond James Financial Services Advisors
Based in Forest, Virginia, Michael Morrison is a fiduciary financial advisor with 8 years of industry experience. Michael joined Raymond James Financial Services Advisors in 2022, after four years at Merrill. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 36 advisors with offices in Forest, and one of 35 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office312 Brook Pl, Forest, VA 24551
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?2 states
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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
- 2022 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2018 – 2022MerrillPreviously
Contact Michael
312 Brook PlForest, VA 24551Office · Get directions Firm main line(727) 567-3020Headquarters: Raymond James Financial Services Advisors · Saint Petersburg, FL LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Michael
Tailored to Michael’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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Michael
How do I contact Michael?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Michael Morrison. Michael works from the Forest, VA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Michael hold?
Series 66. 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?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, 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.
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