Julian Brett Morris

Julian Morris Has Been Admitted to the Paladin Registry for Financial Professionals Investor Watchdog announced Julian Morris was awarded a 5 star quality rating and admitted to the Paladin Registry of Financial Professionals. Investor Watchdog uses a proprietary algorithm to measure the quality of advisor credentials, ethics, and business practices. Professionals must score in the top 10% of Watchdog’s vetting process to be profiled in its Paladin Registry. Visit http://www.PaladinRegistry.com. Jack Waymire, Investor Watchdog’s founder said, “The Watchdog team has been providing free information services to investors since 2003. Our role is to gather data from advisors, screen the data using Watchdog analytics, and produce reports that help investors make informed decisions when they select, retain, and replace financial professionals.” Julian Morris (Boston, MA) has worked in the financial services industry for 9 years. He received a BA degree from the University of Wisconsin-Madison. He is a Certified Financial PlannerTM, as well as a Chartered Financial Consultant® and a Chartered Retirement Planning Counselor®. Morris provides planning and investment services to businesses, non-profits, corporate pension funds, individuals and families. See Morris’ online profile at http://www.paladinregistry.com/advisor/Julian.Morris Waymire added, “Selecting a high quality financial professional sounds easy, but it is not. First, all advisors claim to be ethical financial experts, whether it is true or not. This claim helps them sell investment products. Second, the claims are made in sales pitches so investors have no record of what was said to them. This opens the door to omission and misrepresentation. And third, it is easy for advisors to use deceptive sales practices because they do not have mandatory disclosure requirements. Watchdog creates disclosure that helps investors select and retain advisors with the best qualifications and results, not the best sales pitches.” About InvestorWatchdog.com Investor Watchdog is an information services company that provides free online tools, data, and guides to investors who use the services of financial professionals. Visit InvestorWatchdog.com’s website for more information: https://www.investorwatchdog.com/why-watchdog

Recognized as a top financial advisor and named to the LPL Financial Freedom Club. This distinction is based on an annual production ranking of the approximately 12,800 registered advisors nationwide who are supported by LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker-dealer.* About LPL Financial LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer,* a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to approximately 12,800 financial advisors and approximately 730 financial institutions nationwide. In addition, LPL Financial supports over 4,000 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have approximately 2,700 employees with headquarters in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com. * As reported by Financial Planning magazine, June 1996–2011, based on total revenue.

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Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC® ,CFS® is the Managing Director and Founder of Concierge Wealth Management

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