David Morrison

David Morrison Email and Phone Number

Partner and LPL Financial Advisor, Prosperion Financial Advisors, LPL Financial. 303/793-3202 @ Prosperion Financial Advisors
David Morrison's Location
Englewood, Colorado, United States, United States
David Morrison's Contact Details
About David Morrison

As an LPL Financial Advisor, I help my clients make smart decisions about their money so they can pursue their goals for all the reasons that are important to them. We work to put your entire financial house in order and keep it that way, forever."When your values are clear, your decisions are easy." Our process starts with the Financial Road Map - a look at your values and goals. From there we design unique financial strategies designed to help you live your ideal life. Our highly structured but very personal process is designed to put your financial life and your values are in alignment.Contact me for your own complimentary Financial Road Map.Specialties: I advise clients on financial planning issues such as investment management, retirement planning, and trust and estate planning. I have also worked with hundreds of clients going through challenging job transitions.

David Morrison's Current Company Details
Prosperion Financial Advisors

Prosperion Financial Advisors

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Partner and LPL Financial Advisor, Prosperion Financial Advisors, LPL Financial. 303/793-3202
David Morrison Work Experience Details
  • Prosperion Financial Advisors
    Lpl Financial Advisor
    Prosperion Financial Advisors Apr 2004 - Present
    Greenwood Village, Co, Us
    Prosperion Financial Advisors (formerly Capital Consulting) is an independent financial services firm. We provide comprehensive Financial Planning and Investment Management services. David Morrison is a LPL Registered representative and may discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, IL, LA, ME, MI, MN, MO, NC, NH, NM, OH, OK, PA, TX, WI.Securities and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as the accuracy or completeness. 8400 E. Prentice Ave., Suite 1125Greenwood Village, CO 80111phone: 303-793-3074 fax: 303-793-3203
  • Colorado Careerconnect
    Founder
    Colorado Careerconnect Nov 2008 - Apr 2010
    Colorado CareerConnect was my idea of the community I wanted when going through my layoff experience - a place to learn the skills I needed to find a job that really fit me, to meet people who were going through the same challenges I was, and to connect with career professionals who could coach and support me. In our monthly meetings we had expert career professional speakers to lead interactive discussions of practical ways to become a better job finder. We also had career coaches to answer job search questions. Some comments from CareerConnect participants:- Information was invaluable.- Excellent tools to add to my job search tool box.- Helped me with new ways to think about the career search.- Great opportunity!- I will re-invent how I am searching.- I look forward to another workshop.Colorado CareerConnect is not currently active as my other business interests are my focus. However, I do still counsel jobseekers on financial life issues. Here is a link to a CBS4 interview about my work with job seekers: http://cbs4denver.com/recession/financial.advisor.volunteer.2.971303.html
  • Bank One Colorado
    Private Client Services
    Bank One Colorado 1998 - 2004
    At Bank One I worked with our Private Clients as a Senior Trust Officer and Investment Specialist
  • Fidelity Management Trust Company Of Texas
    Senior Trust Officer
    Fidelity Management Trust Company Of Texas 1997 - 1998
  • Merrill Lynch Trust Company
    Vice President And Trust Officer
    Merrill Lynch Trust Company 1994 - 1997
  • First Interstate Bank Of Texas
    Trust Officer
    First Interstate Bank Of Texas 1988 - 1994
  • Lebermann Investments, Live Oak Development
    Associate
    Lebermann Investments, Live Oak Development 1984 - 1988

David Morrison Skills

Strategic Financial Planning Retirement Planning Estate Planning Financial Advisory Securities Investments Investment Management Public Speaking Finance Wealth Management Retirement Financial Analysis Series 7 Mutual Funds Investment Advisory 401k Fixed Annuities Insurance Series 63

David Morrison Education Details

  • The University Of Texas At Austin
    The University Of Texas At Austin
    Plan Ii Honors Liberal Arts
  • College For Financial Planning
    College For Financial Planning
    Financial Planning

Frequently Asked Questions about David Morrison

What company does David Morrison work for?

David Morrison works for Prosperion Financial Advisors

What is David Morrison's role at the current company?

David Morrison's current role is Partner and LPL Financial Advisor, Prosperion Financial Advisors, LPL Financial. 303/793-3202.

What is David Morrison's email address?

David Morrison's email address is dj****@****ail.com

What is David Morrison's direct phone number?

David Morrison's direct phone number is +171965*****

What schools did David Morrison attend?

David Morrison attended The University Of Texas At Austin, College For Financial Planning.

What are some of David Morrison's interests?

David Morrison has interest in Collecting Antiques, Home Improvement, Collecting Art, Shooting, Reading, Sports, The Arts, Fishing, Home Decoration, Cooking.

What skills is David Morrison known for?

David Morrison has skills like Strategic Financial Planning, Retirement Planning, Estate Planning, Financial Advisory, Securities, Investments, Investment Management, Public Speaking, Finance, Wealth Management, Retirement, Financial Analysis.

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