Robert R. Morrison
CROSS FINANCIAL ADVISORS | Financial Advisor - Rock Creek Wealth Management
Beaverton, OR 97006
CRD#: 5419627
Professional summary
Robert Randall Morrison, who also goes by Bob Morrison, is a registered financial advisor currently at CROSS FINANCIAL ADVISORS located in Beaverton, Oregon and LPL FINANCIAL LLC located in Beaverton, Oregon.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Robert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Bob has been helping clients with their financial needs since 2008. Prior to founding Rock Creek Wealth Management, Bob spent time focused on investment management as an advisor at Edward Jones Investments, and later on insurance planning as an advisor with the Penn Mutual Life Insurance Company. With this prior experience, Bob started Rock Creek Wealth Management focused on a singular goal, to create a truly independent client-focused comprehensive financial planning firm, free from proprietary financial products or investment banking activities.
Bob’s favorite part of the financial planning process is helping a client transition from working into retirement. His goal is to build lifelong relationships so he can be there to witness these steps throughout a client’s life, and then continue that relationship onto the next generation.
Bob graduated from Central Washington University with a Bachelor of Science degree in Business Administration, and minors in Economics and Psychology. While at school, he served as president of the Kappa Xi chapter of the Alpha Kappa Psi business fraternity, and is a member of the Phi Theta Kappa honor society.
Question & Answer
What are your service offerings?
Financial Planning,
Individual Insurance (Life, He...
Investment Management,
Retirement Planning,
Tax Planning
Do you have an area of expertise or specialization?
Blended Families,
Budgeting,
Cash Flow Analysis,
College Planning,
Customized Portfolios,
Emergency Funds Management,
Estate Planning,
Executive Compensation (ISO, R...
ESG (Environmental Social Gove...
FIRE (Financial Independence R...
High Net Worth Planning,
Investment Management,
Philanthropic and Non-Profit,
Retirement Planning,
Risk Management and Insurance ...
Small Business Planning,
Special Needs Families,
Trust and Estate Planning,
Tax Planning and Preparation
How do you get paid?
Percentage of AUM,
Commission,
Fixed Fee
Are you a "fiduciary"?
Yes
Aliases
Bob Morrison
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 05/21/2015 - Rock Creek Wealth Management - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS).
2. 7/18/2017 - Cross Financial Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/15/2017 - 80 Hours Per Month/65 Hours During Securities Trading - I provide investment advisory services through Cross Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in July 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Randall Morrison's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2017 - Present
CROSS FINANCIAL ADVISORS
Office #1: 16100 Nw Cornell Road #240, Beaverton, OR 97006RIA
CRD#: 287686
Beaverton, OR
Current
May 22, 2015 - Present
LPL FINANCIAL LLC
Office #1: 16100 Nw Cornell Rd, Ste 240, Beaverton, OR 97006RIA
BD
CRD#: 6413
Beaverton, OR
Past
May 28, 2015 - December 21, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
May 21, 2015 - May 26, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
October 13, 2011 - May 7, 2015
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
LAKE OSWEGO, OR
Past
October 13, 2011 - May 7, 2015
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
LAKE OSWEGO, OR
Past
September 10, 2008 - September 1, 2011
EDWARD JONES
RIA
CRD#: 250
HILLSBORO, OR
Past
August 15, 2008 - September 1, 2011
EDWARD JONES
BD
CRD#: 250
HILLSBORO, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CROSS FINANCIAL ADVISORS
CLARK WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
RIA
Registered Investment Advisory firm - (6/22/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/7/2015)
RR
California(7/11/2018)
RR
Florida(11/10/2020)
RR
Idaho(1/13/2016)
RR
Kentucky(9/14/2021)
RR
Maryland(11/25/2019)
RR
Massachusetts(2/15/2023)
RR
Montana(3/24/2021)
RR
Oregon(5/28/2015)
IAR
Oregon(6/29/2017)
RR
Texas(12/19/2018)
RR
Utah(4/15/2016)
RR
Washington(5/22/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CROSS FINANCIAL ADVISORS
CLARK WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
RIA
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Contact information
Main Address
16100 Nw Cornell Road #240, Beaverton, OR 97006
Mailing Address
Phone number
(503) 430-0563
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 418,897,353 |
Red Flags
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Company Information
CROSS FINANCIAL ADVISORS
Financial Advisor - Rock Creek Wealth ManagementCRD#: 287686Beaverton, OR 97006TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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