William
Morrison

Highland Investment Advisors LLC

CRD#6192032
Investment Advisor
in Ponte Vedra, FL

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About this Advisor

William Morrison is a financial advisor based in Ponte Vedra, Florida, working with Highland Investment Advisors LLC. William has previously held a position at Highland Investment Advisors and has passed the Series 65 regulatory exam. William is registered to provide services in Wisconsin. Currently, William is part of Highland Investment Advisors LLC, which operates out of Ponte Vedra, Florida. The firm has 3 offices and 9 employees. The firm manages assets totaling $239.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Highland Investment Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

466 Town Plaza Ave Ste 330
Ponte Vedra, FL 32081

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Highland Investment Advisors LLC Brokerage Details

Total Assets Under Management

$239,235,868

FL Average: $1,855,561,029
Total Number of Employees

9

FL Average: 62
Total Number of Accounts

1,203

FL Average: 2,474
Average Account Size

$198,866

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

William Morrison Work History

2013 - Present (11 years)

Highland Investment Advisors

Disclosures

Please visit the SEC profile of William Morrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Highland Investment Advisors LLC

Beverly Whitman
Ponte Vedra, FL
William Morrison
Ponte Vedra, FL
Anastasiya Kolodiy
Ponte Vedra, FL
Adam Stoeckler
Ponte Vedra, FL
Robert Dignan
Delafield, WI
Adam Drake
Ponte Vedra, FL
Russell Stoeckler
Ponte Vedra, FL
Kenneth Karr
Bellingham, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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