professional profile
David B Morrison, CFP
Overview
David B Morrison is an insurance agent and an investment adviser representative based in Meridian, ID, with 18 years in the industry.
- Years in the industry
- 18
- States licensed
- 2
- States registered
- 1
- Carrier appointments
- 31
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 2 states
- Registered in 1 state
3 lines of authority, with every state and its dates
Firms
- Treasure Valley Financial PlanningCurrent firm
Employment history since 2008
Carriers
31 active carrier appointments
Book and practice
Firm assets under management on file
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