William
Morrison
Highland Investment Advisors LLC
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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
Services Offered
Fee Structure
Office Location
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Highland Investment Advisors LLC Brokerage Details
$239,235,868
9
1,203
$198,866
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
William Morrison Work History
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
Ponte Vedra, FL
Ponte Vedra, FL
Ponte Vedra, FL
Ponte Vedra, FL
Delafield, WI
Ponte Vedra, FL
Ponte Vedra, FL
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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