Topaz Morrison
- Role
- Chief Growth Officer at Visionary Square
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Topaz Morrison
As the Chief Growth Officer at Independent Advisor Alliance (IAA), I lead the strategic…
Experience
Chief Growth Officer
Aug 2023 — Present
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Investment advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL…
Education
Brown College
Associates Degree
2002 — 2003
Augsburg University
Bachelor of Arts (BA)
2005 — 2007
UMN Carlson School of Management
Master of Business Administration - MBA
Skills
- Asset Allocation
- Wealth Management
- Financial Services
- Financial Advisory
- Asset Management
- Mutual Funds
- Securities
- Series 63
- Series 24
- Uniform Combined State Law
- Leadership Development
- Portfolio Management
- Microsoft Office
- Change Management
- Finra
- Investments
- Fixed Income
- Team Building
- Trading
- Investment Advisory
- Retail Banking
- Series 7
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.