Commonwealth Financial Network
47yrs
Top advisor by experience in Washington
5yrs
Rease Morin
Financial advisor at LPL Financial
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeSpokane, WA
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Uniform Combined State Law Examination
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2021 – 2023Financial Advocates Investment ManagementPreviously
Questions to ask Rease
Tailored to Rease’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Rease
How do I contact Rease?
Call LPL Financial at 704-733-3300 and ask for Rease Morin. Rease works from the Spokane, WA office.
How long has Rease been a financial advisor?
Rease has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Rease hold?
Series 66. Tap any license on this page to see what it allows.
Is Rease a fiduciary?
Rease is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rease paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Rease for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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