William Mcmorran
William Mcmorran is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 36 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
858 Camp Street, New Orleans, LA, 70130
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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 is the President & CEO of William C. McMorran & Associates, Inc. (DBA Green Oak Consulting), consulting with not-for-profit organizations, and 100% owner of Green Oak Charitable Administrators, LLC. He also sells fixed/term life insurance, dedicating minimal time to it, and is a board member/treasurer for his HOA.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLC
Newedge Securities, LLCBroker
Previous Registrations
Mid Atlantic Financial Management, INC.
London Pacific Advisors
London Pacific Securities, INC.Broker
State Registrations8 states
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