Hali Rose Morrison

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 02/2021 → 12/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2019 → 07/2021
  The Home Depot
  Tempe, AZ
• 11/2015 → 12/2016
  Frank Pepe's Of Chestnut Hill
  Chestnut Hill, MA
• 04/2017 → 04/2018
  City Spirits
  Attleboro, MA
• 03/2017 → 05/2017
  Not Your Average Joe's
  Dedham, MA
• 06/2017 → 06/2017
  Whole Foods
  Dedham, MA
• 10/2018 → 01/2019
  Rainforest Cafe
  Tempe, AZ
• 01/2019 → 03/2019
  Summit High School
  Phoenix, AZ
• 06/2018 → 09/2018
  The Paper Store
  Bellingham, MA
• 12/2023 → Present
  Charles Schwab & Co., Inc.
  Framingham, MA
• 12/2023 → Present
  Charles Schwab Bank, Ssb
  Framingham, MA

Previous Registrations

• 2022-11-15 → 2023-12-20
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-11-14
• S63 Uniform Securities Agent State Law Examination
  2021-04-01

Other Names

• Hali Morrison
• Hali Rose Morrison
• Hali Church
• Hali Rose Church