Michael Morrison
Michael Morrison is a CFP-designated registered investment advisor at Regal Investment Advisors LLC, based in Fountain Valley, CA, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
18837 Brookhurst St #208, Fountain Valley, CA, 92708
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an independent insurance agent selling life insurance and equity indexed annuities, dedicating minimal time. He also works as a financial advisor writing financial plans, and sells health insurance, also dedicating minimal time.
Employment History
Current Registrations
Regal Investment Advisors LLC
Previous Registrations
Financial Advisers of America, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Commonwealth Financial Network
Banc of America Investment Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.