Danielle Marie Morriss

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

• 03/2017 → 03/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2013 → 03/2019
  Mcconnell Financial Advisors
  Boise, ID
• 03/2019 → 02/2020
  Royal Alliance
  Salt Lake City, UT
• 07/2020 → 09/2021
  Royal Alliance Associates, Inc.
  South Jordan, UT
• 02/2020 → 09/2021
  Clearwater Analytics
  Boise, ID
• 09/2021 → 01/2024
  Ubs Financial Services
  Boise, ID
• 01/2024 → Present
  Lpl Financial Llc
  Boise, ID

Previous Registrations

• 2021-09-09 → 2024-01-16
  Ubs Financial Services Inc.
  Boise, ID
• 2020-07-29 → 2021-08-19
  Osaic Wealth, Inc.
  South Jordan, UT
• 2019-03-14 → 2020-02-18
  Osaic Wealth, Inc.
  South Jordan, UT

Other Businesses

1) 01/05/2024 - Transformational Advisory Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-14

Other Names

• Danielle Marie White