Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morris is a financial advisor in McDonough, Georgia, working with Cape Investment Advisory, Inc. William has been in the financial services industry since 1994 and is registered in 11 states. William's primary focus is providing financial planning and portfolio management services to individuals. William also works with small business owners and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
04/06/2020 - Present
Cape Investment Advisory, Inc. (MCDONOUGH GA)
FL
06/14/2016 - 02/04/2020
CALTON & ASSOCIATES, INC. (Osprey FL)
FL
03/26/2009 - 04/29/2016
INVEST FINANCIAL CORPORATION (osprey FL)
FL
07/12/2000 - 03/31/2009
INTERSECURITIES, INC. (SARASOTA FL)
NY
06/25/1998 - 04/01/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
01/14/1994 - 03/13/1997
INTREPID SECURITIES, INC. (TORRANCE CA)
NE
06/09/1992 - 11/12/1992
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
09/07/1989 - 06/27/1990
GELDERMANN SECURITIES, INC. (NEW YORK NY)
IL
05/19/1989 - 09/06/1989
GERALD FINANCIAL CORP. (CHICAGO IL)
NA
04/19/1988 - 06/15/1988
HAIGH BROKERAGE GROUP, LTD.
IA
Issued 07/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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