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Chris Daniel Morin

Investment Adviser Representative at OSAIC ADVISORY SERVICES, LLC

Spokane, WACRD #5353575Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
3 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Chris Daniel Morin has worked in the securities industry since 2007. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Idaho, Montana, and Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
IdahoMontanaWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/10/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/25/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Osaic Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC INSTITUTIONS, INC.Current
11/14/2025Spokane, WA
OSAIC ADVISORY SERVICES, LLCCurrent
11/7/2025Spokane, WA
PFG ADVISORS
3/15/202411/10/2025Coeur D Alene, ID
AMERIPRISE FINANCIAL SERVICES, LLC
12/4/20201/24/2025Meridian, ID
LPL FINANCIAL LLC
12/27/20161/27/2021Missoula, MT
CETERA INVESTMENT ADVISERS LLC
9/24/201511/30/2016Missoula, MT
WELLS FARGO ADVISORS, LLC
1/3/201110/16/2015Missoula, MT
WELLS FARGO INVESTMENTS, LLC
4/21/20081/3/2011Missoula, MT
EDWARD JONES
8/24/20072/14/2008Polson, MT

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chris Daniel Morin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Chris Daniel Morin - Financial Advisor in Spokane, WA | AdvisorFinder