William Morris, financial advisor Bethesda MD
81 score

William Morris

CRD Number: 1042296
Current Firm: Park Avenue Securities LLC

William Morris (CRD# 1042296) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bethesda, MD and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities Bethesda, MD Sep 2013 - Current 3
Guardian Life Ins Co Of Am Bethesda, MD Jun 2013 - Current 3
Mml Investors Services, Inc. Bethesda, MD Sep 1984 - May 2013 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S65 NASAA Investment Advisors Law Examination Jan 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for William G. Morris
Phone Number: 1-888-600-4667
Registered State(s):
  • DE
  • VA
  • DC
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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