AdvisorOS Directory
Claim Profile
Unclaimed Profile
SM

Steven Philip Morrison

LPL ENTERPRISE, LLC·FORT MILL, South Carolina
SIE, Series 7, Series 99TOClean recordLPL ENTERPRISE, LLC
1055 LPL WAY, FORT MILL, SC 29715CRD# 4529345Firm CRD# 8733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Philip Morrison · FORT MILL, SC
Registration
CRD #4529345 · LPL ENTERPRISE, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LPL ENTERPRISE, LLC
CRD 8733 · SEC 801-130883
AUM
—
Regulatory assets under management
Employees
64
Total firm employees
Services offered by LPL ENTERPRISE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LPL ENTERPRISE, LLC →
Introduction

Speak with Steven Philip

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven Philip is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT MILL?

Browse all registered financial advisors in FORT MILL, South Carolina or claim this profile if it's yours.

Browse FORT MILL AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Steven Philip Morrison offer?
Steven Philip Morrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT MILL, South Carolina for a consultation.
What are Steven Philip Morrison's credentials?
Steven Philip Morrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Philip Morrison located?
Steven Philip Morrison is based in FORT MILL, South Carolina, working with LPL ENTERPRISE, LLC. Their office serves clients in the FORT MILL metropolitan area and surrounding communities.
How does Steven Philip Morrison charge for services?
Steven Philip Morrison's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LPL ENTERPRISE, LLC?
LPL ENTERPRISE, LLC has approximately 64 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LPL ENTERPRISE, LLC

Richard Steven Sheehan
FORT MILL, SC
Kirby Lepak Horan-Adams
FORT MILL, SC

More Advisors in FORT MILL, South Carolina

Judith Kohoskie Ricketts
LPL FINANCIAL LLC·FORT MILL, SC
Brent Blain Simonich
LPL FINANCIAL LLC·FORT MILL, SC
Gary Bryan Carrai
FORTIGENT, LLC·FORT MILL, SC
CFA
James E Roberts
INTENTIONAL, LLC·FORT MILL, SC
CFP
James Mchale
LPL FINANCIAL LLC·FORT MILL, SC
Kabir Sethi
LPL FINANCIAL LLC·FORT MILL, SC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)MOUNT PLEASANT (22)MT. PLEASANT (14)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)BLUFFTON (7)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideMOUNT PLEASANT GuideMT. PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Request removal of this profile