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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 Paul Morgan is a registered investment advisor representative with Grove Point Advisors, LLC. William has been working in the financial services industry since 1986. William has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. William is licensed in a number of states, including Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Kentucky, Louisiana, Maine, Maryland, Missouri, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and West Virginia.
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.
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.
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2
NC
04/01/2021 - Present
Grove Point Advisors, LLC (Statesville NC)
GA
01/31/2000 - 09/23/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MD
02/10/1988 - 02/01/2000
H. BECK, INC. (ROCKVILLE MD)
NA
10/14/1986 - 02/18/1988
AETNA LIFE INSURANCE AND ANNUITY COMPANY
IA
Issued 03/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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