William Morrison (CRD# 6192032) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 11 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highland Investment Advisors | Milwaukee, WI | May 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
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Total Assets Under Management239MILLIONS
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Total Number of Accounts1,203ACCOUNTS
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Average Account Value$198,866
- A percentage of assets under your management
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AZ, CA, FL, IL, MN, NC, ND, OK, OR, VA, WA, WI
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