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.
Credentials
Series 66
Experience Industry experience
3 years
Location
Libby, MT 59923
LPL Financial
Institution
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 in 2022, Morford worked for Libby Public Schools for 17 years. Outside of financial advising, Morford is involved in non-investment businesses including owning a flyfishing apparel company and a web and graphic design service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Libby, MT W 8th St
609 W 8th St Unit C
Libby MT 59923
Advisors at this office
1
Montana
3 years of industry experience
LPL Financial
2022 - Present • 4 years
Libby, MT
Glacier Life & Financial Services
2022 - Present • 4 years
Libby, MT
Unemployed
2022 - 2022 • 1 year
Libby, MT
Libby Public Schools
2005 - 2022 • 17 years
Libby, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
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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