William Morris
William Morris is a registered investment advisor at Kcd Financial, INC., based in Bradenton, FL, with 31 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, Investment Management, Retirement Planning. Their firm serves 1,145 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KCD Financial offers asset management programs where fees are a percentage of the assets they manage. This fee can range from 0.5% to 3% annually, as agreed upon between you and KCD. The smaller your portfolio, the larger the percentage you might pay, and vice versa. The specific fee structure will be detailed in your Investment Advisory Services Agreement.
Location
Bradenton, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2025Customer Dispute
March 2014Other Business ActivitiesSells Insurance
William is an independent life and health insurance agent, dedicating about a quarter of his time to selling fixed life insurance, long-term care, health insurance, and supplemental health insurance. He also owns a long-term care insurance agency and receives referral fees for introducing commercial real estate developers to lenders, spending minimal time on the latter.
Employment History
Current Registrations
Kcd Financial, INC.
Kcd Financial, INC.
Kcd Financial, INC.Broker
Previous Registrations
Cape Securities INC.Broker
Cape Investment Advisory, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Intrepid Securities, INC.Broker
Securities America, INC.Broker
Geldermann Securities, INC.Broker
Gerald Financial CORP.Broker
Haigh Brokerage Group, LTD.Broker
State Registrations8 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.