William MorrisonCRD Number: 1556786
Current Firm: National Asset Management, Inc.
William Morrison (CRD# 1556786) is an Investment Advisor Representative working at National Asset Management, Inc. in Oakbrook Terrace, IL and has over 34 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|National Securities Corp||Lombard, IL||Jul 2015 - Current||6|
|Oppenheimer & Company Inc.||Chicago, IL||Sep 2012 - Jul 2015||2|
|Stifel, Nicolaus & Company, Incorporated||Chicago, IL||Apr 2007 - Sep 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1987|
|S65||NASAA Investment Advisors Law Examination||Sep 2005|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management4,890MILLIONS
Total Number of Accounts12,998ACCOUNTS
Average Account Value$376,203
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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