Kelly Morford
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Libby, MT 59923
Credentials
Series 66
Industry experience
3 years
About
Kelly Morford is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial and Glacier Life & Financial Services in 2022, Morford worked for Libby Public Schools for 17 years. Outside of financial advising, Morford is involved in several business ventures including ownership of a fly fishing apparel company and co-ownership of a ranch in Montana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment advisory programs and services supported by an in-house research team and a large network of investment adviser representatives.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
609 W 8 Th St Unit C
Libby, MT 59923
Most active in
Kelly M has reported serving >5 clients in these states in the last 12 months.
Montana
Work history
LPL Financial
2022 - Present (4 years)
Glacier Life & Financial Services
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
Libby Public Schools
2005 - 2022 (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Matthew H
Series 63, Series 65
Libby, MT
Edward Jones
Matthew Hussey is a financial advisor with Edward Jones in Libby, Montana, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.
Joseph G
Series 66
Libby, MT
Edward Jones
Joseph Galbraith is a financial advisor at Edward Jones in Libby, MT, holding a Series 66 designation with one year of industry experience. His prior work includes roles at American Home Construction and Glacier Marketing Solutions. Outside of his advisory role, he is the owner of a sole proprietorship managing a rental residence in Kalispell, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.
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