John Bourne 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

• 08/1990 → Present
  Channel Resources
  Panama City, FL
• 02/1992 → Present
  Lpl Financial Llc
  Panama City, FL

Other Businesses

1. 08/25/2008: GULF YACHTING ASSOCIATION - NOT INV REL - COMMUNITY, CIVIC AND CHARITABLE BOARD - 1% OF TIME SPENT - BOARD MEMBER 2. 04/14/2016; Channel Resources Inc.; Non-Variable Insurance; INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 08/01/1990; 0 HRS/MO; 0 HRS DURING SECS TRADING HRS. 3. 04/14/2016; Channel Resources Inc.; INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 08/01/1990; 40 HRS/MO; 7 HRS DURING SECS TRADING HRS. 4. 12/30/2020 - John B. Morrow Properties - Investment Related - 2101 Northside Dr. Units 102 & 103 Panama City, Florida 32405 - Real Estate Rental - Started 01/01/2010 - 1 Hour Per Month/0 Hours During Securities Trading - ONE COMMERCIAL CONDO.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-29

Designations

• Certified Financial Planner