Broker Check
Morgan Baum

Morgan Baum

LPL Financial Advisor

Morgan has been a financial advisor for over 20 years.   He is dedicated to helping individuals and businesses build their financial futures.  He regularly attends industry training and certification programs to stay on top of his field and develop his professional skills.  He started his professional career as a teller for Bank of America.  He was recruited to work in the financial services business because of his energy  and concern for people and their needs.  Morgan has earned his Series, 7, 24, 63 & 66 securities registrations that are held through LPL Financial.  He is securities registered in the following States: AK, CA, CO, IL, MD, MO, NM, NV, NY OR & PA.  He also holds a life, health, variable annuity and variable life insurance license.   He holds a BA degree from UCLA in International Relations.  

Morgan grew up in Hollywood, California where his dad worked in the entertainment industry producing television shows.  He was familiar with many Hollywood stars in his youth.  He maintains a strong sense of community and a solid professional concern for his clients.  Morgan enjoys, movies, friends, football and good food!