Curtis Lee Morrison

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Overland Park, KS

Previous Registrations

• 1999-10-08 → 2003-12-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS

Other Businesses

1. 05/20/2004 - DBA ONLY / OVERLAND INVESTMENT MANAGEMENT 2. 7/20/2018 - No Business Name - Investment Related - Home Based - Non-Variable Insurance - Start Date: 07/16/2018 - 5 Hours Per Month/0 Hours During Securities Trading - Offer life and health insurance. 3. 1/19/2022 - Overland Investment Management, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 02/01/2022 - 40 Hours Per Month During Securities Trading. 4. 07/01/2022 - Madison Global Holdings, Inc. - Not Investment Related - Home Based - Business Owner - Start Date - 06/15/2022 - 40 Hours Per Month/ 0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-26
• S63 Uniform Securities Agent State Law Examination
  1998-08-25

Other Names

• Curtis L Morrison