Chuck Morris

Vice President Of Digital Transformation at LPL Financial

Chuck Morris is an experienced professional in the financial services industry, currently serving as Vice President of Digital Transformation at LPL Financial. Previously, Chuck held multiple vice president roles at LPL Financial, focusing on Service Center Escalations Case Management, Service, Compliance, Registrations, and Continuing Education. Prior to this, Chuck gained valuable experience as a Financial Advisor at both Morgan Stanley and First Investors. Chuck is a graduate of the University of Colorado Boulder - Leeds School of Business, holding a degree earned between 2000 and 2004, and attended Saint John's High School from 1995 to 1999.

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Previous companies

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Timeline

  • Vice President Of Digital Transformation

    September, 2022 - present

  • Vice President Service Center Escalations Case Management

    July, 2018

  • Vice President Service, Compliance, Registrations And Continuing Education

    June, 2016