William
Morrison
Lpl Financial LLC
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About this Advisor
William Morrison is a financial advisor based in Williamsburg, Virginia, working with Lpl Financial LLC. William has previously held positions at Middle Peninsula Insurance Agency, Ing Financial Partners, Inc, Voya Financial Advisors, Lpl Financial, LLC, and C&F Bank Dba C&F Wealth Management. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, William is part of Lpl Financial LLC, which operates out of Williamsburg, Virginia. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
William Morrison Work History
C&F Bank Dba C&F Wealth Management
Lpl Financial, LLC
C&F Bank Dba C&F Wealth Management
Voya Financial Advisors
Ing Financial Partners, Inc
Middle Peninsula Insurance Agency
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.
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