Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Blake Morris is a financial advisor with over 27 years of experience in the industry. William is currently registered with LPL Financial LLC and has been with the firm since September 2021. William has held previous roles at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
09/21/2021 - Present
LPL Financial LLC (BEND OR)
OR
12/14/2006 - 09/15/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BEND OR)
AZ
08/02/2002 - 12/18/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
MO
06/14/1994 - 08/07/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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