William Morrison
William Morrison is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Williamsburg, VA, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1167 Jamestown Rd, Williamsburg, VA, 23185
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William sells life, disability, and long-term care insurance, dedicating a few hours per week to this activity. He also owns and manages two real estate rental properties and operates his LPL business under the DBA C&F Wealth Management, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Intersecurities, INC.Broker
Bma Financial Services, INC.Broker
Independent Financial Securities, INC.Broker
Crestar Securities CorporationBroker
Independent Financial Securities, INC.Broker
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
Wheat, First Securities, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.