Lori Morris

Lori Morris

Regional Supervisory Principal at LPL Financial | Columbus, Ohio, United States

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Work Experience

LPL Financial

Sr. Regional Supervisory Principal

2021-12-01 — Present

JPMorgan Securities, LLC

Central Supervisory Officer

2018-10-01 — 2022-03-01

JPMorgan Securities LLC

Financial Consultant/Client Service Specialist 3

2013-09-01 — 2018-10-01

Insights Insurance & Investments Group

Certified Financial Planner™

2011-07-01 — 2013-09-01

Vawter Financial, Ltd.

Financial Life Coach

2006-06-01 — 2011-09-01

Lincoln Financial Advisors

Planner

2004-06-01 — 2006-06-01

E. S. Beveridge & Associates, Inc.

Advisor

2000-01-01 — 2004-06-01

Columbia Gas of Ohio

Manager of Regulatory Services

1981-01-01 — 1997-01-01

Skills

independent broker dealer institution services ria independent advisors custom clearing services financial services

Languages

English