Cetera Investment Advisers
43yrs
Top 1% by experience at Cetera Investment Advisers
8yrs
David Morrison
Financial advisor at LPL Financial
David Morrison is a fiduciary financial advisor in Paoli, Pennsylvania, with 8 years in the industry. After a year at Duke and Duke Wealth Management and less than a year at Strategic Advisers, David joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 32 advisors with offices in Paoli, and one of 30 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office82 E Lancaster Ave, Paoli, PA 19301
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.
Career
- Jul 2026 – nowLPL Financial LLCCurrent firm
- Jul 2025 – Jul 2026Duke and Duke Wealth Management LLCPreviously
- Mar 2025 – Jun 2025Strategic Advisers LLCPreviously
- Apr 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2020 – 2024Vanguard Advisers, Inc.Previously
Contact David
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for David. 82 E Lancaster AvePaoli, PA 19301Office · Get directions Facebook pageLPL Financial
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call LPL Financial at (704) 733-3300 and ask for David Morrison. David works from the Paoli, PA office.
How long has David been a financial advisor?
David has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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