William MorganCRD Number: 1460465
Current Firm: First Horizon Advisors, Inc.
William Morgan (CRD# 1460465) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Germantown, TN and has over 30 years of experience in the finance industry.
Lpl Financial LLC
Strategic Advisory Services
Ameriprise Financial Services, LLC
|Ftb Advisors, Inc.||Germantown, TN||Oct 2013 - Current||9|
|First Tennessee Brokerage, Inc.||Memphis, TN||Dec 1994 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1993|
Total Assets Under Management11,301MILLIONS
Total Number of Accounts9,360ACCOUNTS
Average Account Value$1,207,367
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI
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