William Neighbors
William Neighbors is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 38 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2006Customer Dispute
September 2001Other Business ActivitiesSells Insurance
William operates his LPL business through Neighbors Wealth Management and provides advisory services through Private Advisor Group, dedicating about a quarter of his time to the latter. He also has several insurance-related activities, including selling life, disability, LTC, and fixed annuity products through Dixon Wells and Allaince Group, and engages in sports talk radio and real estate rental activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations15 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.