Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mason Harrison is a registered Investment Advisor Representative with First Advisors National, LLC. William has been working in the financial industry since 1972, holding various roles at different firms. William has experience in both the brokerage and investment advisory fields, having worked with clients across various sectors. William is currently licensed to offer advisory services in Tennessee.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
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.
Solicitor/endorsement fees
1
2
TN
02/12/2014 - Present
First Advisors National, LLC (Johnson City TN)
TN
05/30/2003 - 11/01/2016
OBERWEIS SECURITIES, INC. (FRANKLIN TN)
IL
12/07/1999 - 06/06/2003
ROSENTHAL COLLINS SECURITIES, L.L.C (CHICAGO IL)
NY
08/09/1996 - 11/01/1999
J.C. BRADFORD & CO. (NEW YORK NY)
NY
06/23/1992 - 08/14/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
05/23/1991 - 06/13/1992
SOVEREIGN-AMERICAN SECURITIES, INC. (NAPLES FL)
IL
07/20/1987 - 03/25/1991
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NA
12/06/1984 - 06/16/1987
DEAN WITTER REYNOLDS INC.
NA
04/05/1972 - 12/24/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
07/01/1974 - 10/14/1979
E. F. HUTTON & COMPANY INC
NA
05/07/1974 - 06/24/1974
THOMSON MCKINNON AUCHINCLOSS KOHMEYER INC
NA
04/10/1972 - 05/03/1974
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 02/11/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/24/1978
Series 4 - Registered Options Principal Examination
BC
Issued 11/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1992
PC - AMEX Put and Call Exam
BC
Issued 04/05/1972
Series 000 - General Securities Principal Examination
BC
Issued 04/05/1972
Series 1 - Registered Representative Examination
Active
Inactive
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