Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morrow is an investment advisor representative with Concorde Asset Management, LLC. William has over 40 years of experience in the financial services industry and holds Series 1, 2, 63, 6TO, 22TO, and SIE licenses. William is a Certified Financial Planner and offers a range of financial services, including financial planning, portfolio management, and insurance. William is also the President and Owner of DBA "Financial Designs, Ltd", which offers securities, advisory, financial planning and insurance services. William is committed to providing his clients with the highest quality financial advice and services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
CA
09/06/2018 - Present
Concorde Asset Management, LLC (San Diego CA)
CA
03/02/2004 - 07/31/2018
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
NE
01/02/2001 - 03/01/2004
QA3 FINANCIAL CORP. (OMAHA NE)
MA
03/31/1999 - 12/31/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
01/25/1995 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
07/26/1991 - 03/13/1995
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
CA
05/10/1990 - 04/11/1991
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
11/07/1989 - 04/17/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
08/19/1983 - 11/07/1989
VALUE EQUITIES CORPORATION
NA
01/05/1988 - 02/01/1988
BRIARWOOD SECURITIES CORPORATION
NA
01/14/1981 - 09/21/1983
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
04/20/1977 - 02/07/1981
CG EQUITY SALES COMPANY
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 04/16/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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