Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Morrison is a financial advisor in Williamsburg, VA. William has been in the financial industry since 1989. William has a license to act as an investment advisor representative and is registered in 14 states. William is currently employed by LPL Financial LLC in Williamsburg, VA. William previously worked for several other financial firms, including VOYA Financial Advisors, INC., SECURIAN FINANCIAL SERVICES, INC., WS GRIFFITH SECURITIES, INC., INTERSECURITIES, INC., BMA FINANCIAL SERVICES, INC., INDEPENDENT FINANCIAL SECURITIES, INC., CRESTAR SECURITIES CORPORATION, WALNUT STREET SECURITIES, INC., and WHEAT, FIRST SECURITIES, INC.. William has obtained a SIE, Series 6, Series 7, and Series 63 licenses. William is also a Chartered Financial Consultant.
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.
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2
VA
11/16/2016 - Present
LPL Financial LLC (WILLIAMSBURG VA)
VA
10/20/2009 - 11/21/2016
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSBURG VA)
VA
09/09/2003 - 10/23/2009
SECURIAN FINANCIAL SERVICES, INC. (WILLIAMSBURG VA)
CT
05/26/2000 - 08/19/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
FL
12/08/1998 - 05/30/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MO
11/01/1996 - 12/11/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NA
08/03/1993 - 12/06/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
VA
05/03/1993 - 07/28/1993
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
10/28/1991 - 04/17/1993
INDEPENDENT FINANCIAL SECURITIES, INC.
CA
05/11/1990 - 11/06/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
03/20/1986 - 03/13/1987
WALNUT STREET SECURITIES, INC.
NA
03/19/1985 - 04/17/1985
WHEAT, FIRST SECURITIES, INC.
IA
Issued 12/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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