Rease Morin

LPl Financial LLC

Claim This Profile

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2023-09-22

WA RA
APPROVED

Since 2023-09-22

Branch Locations

Spokane, WA • United States

1601 Cooper Point Rd. Nw, Olympia, WA 98502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Western Washington University	Bellingham	WA	09/2014	12/2018
Financial Advocates	Olympia	WA	02/2019	08/2021
Lpl Financial, Llc	Olympia	WA	04/2021	Present
Financial Advocates Investment Management	Spokane	WA	08/2021	Present

09/2014 → 12/2018

Western Washington University

Bellingham, WA
02/2019 → 08/2021

Financial Advocates

Olympia, WA
04/2021 → Present

Lpl Financial, Llc

Olympia, WA
08/2021 → Present

Financial Advocates Investment Management

Spokane, WA

Previous Registrations

2021-08-19 → 2023-10-06

Financial Advocates Investment Management

Olympia, WA

Spokane, WA

Other Businesses

1. 4/12/2021 - Financial Advocates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-09

S66 Uniform Combined State Law Examination

2021-08-09

View on SEC IAPD

More in Spokane, WA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor