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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Marion Brunson is an investment advisor representative at Fisher Investments. William is registered with the state of Florida and Texas. William has been in the industry since 1996 and has held previous positions with Financial Network Investment Corporation, Metlife Securities Inc., Metropolitan Life Insurance Company, Robert W. Baird & Co. Incorporated and Prudential Securities Incorporated. William has passed the Series 7, Series 63 and Series 65 exams. William specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. William provides financial planning, portfolio assessment and portfolio management 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/08/2023 - Present
Fisher Investments (JACKSONVILLE FL)
CA
07/24/2001 - 09/07/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
03/16/2001 - 04/17/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/16/2001 - 04/17/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
WI
01/11/2000 - 01/26/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
03/06/1996 - 01/05/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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