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LPL Financial

LPL Financial

Location

601 E Daily Dr, Ste 108 Camarillo CA United States 93010

Contact Info


About Business

-Securities offered through LPL Financial, Member FINRA/SIPC
www.finra.org , www.sipc.org
-Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
-For a list of states in which I am/we are registered to do business, please
visit http://www.lpl.com/patti.morgan

Patricia (Patti) Morgan has been working in financial planning since 1985, a year after she received her Certified Financial Planner designation from the University of Southern California. Prior to financial planning, she had a wide variety of financial experience that included real estate, mortgage loan origination, and tax return preparation. She now manages her branch of LPL Financial on her own, which allows for interaction with clients on a more personal basis. Patti makes it a priority that all of her clients meet their investment objectives and she regularly keeps in touch with everyone that invests money with her. In terms of research, LPL Financial employs a research team that provides daily conference calls with objective advice and Patti listens to these every day to ensure that she makes sound and tactical moves in the changing markets. In addition to the calls, she does her own individual research that accounts for any specific needs or preferences that her clients possess. Patti goes out of her way to make every client feel as important as the next and contacts all of them at least once a quarter. While she manages investments and assists with financial decisions for all of her accounts, she specializes in those who are either retired or in the retirement planning stage. Patti is open to new clients and offers complementary financial consultation to prospective investors.

CA Insurance Lic#0679472


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