Travis Aaron Morrow

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

• 06/2008 → Present
  3 Rivers Financial Group
  Kennewick, WA
• 02/2011 → 04/2024
  Securities America, Inc
  Kennewick, WA
• 01/2014 → 04/2024
  Verus Capital Partners, Llc
  Kennewik, WA
• 09/2003 → Present
  Morrow Financial Group, Inc.
  Kennewick, WA
• 10/2020 → 04/2024
  Arbor Point Advisors
  Kennewick, WA
• 05/2024 → Present
  Lpl Financial Llc
  Kennewick, WA

Previous Registrations

• 2020-10-23 → 2024-05-03
  Arbor Point Advisors
  Kennewick, WA
• 2015-01-07 → 2020-10-16
  Verus Capital Partners, Llc
  Kennewick, WA
  Kennewick, WA
• 2014-01-23 → 2014-12-31
  Verus Capital Partners, Llc
  Kennewick, WA

Other Businesses

1) 04/18/2024 - Morrow Financial Group, Inc - Business Entity For Tax/Investment Purposes Only - Owner - WA 99336 - Non investment related - 4 Hours per month - Start date: 09/01/2003. 2) 04/18/2024 - 3 Rivers Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 150 Hours per month. 3) 11/13/2024 - Verus Capital Partners, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/15/2024 - 120 Hours Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-30
• S63 Uniform Securities Agent State Law Examination
  2007-06-21

Other Names

• Travis A Cox
• Travis A Morrow