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William Harrison

53 Years of Experience
Johnson City, TN
Sells Insurance

William Harrison is a registered investment advisor at First Advisors National, LLC, based in Johnson City, TN, with 53 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.85%

Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Johnson City, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William is a licensed insurance agent in Johnson City, TN, providing insurance services since 1976. This activity takes nearly all of his time.

Employment History
Current Registrations
First Advisors National, LLC
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Oberweis Securities, INC.Broker
May 2003 - November 2016 · 13 yrs 6 mos
Rosenthal Collins Securities, L.L.CBroker
December 1999 - June 2003 · 3 yrs 6 mos
J.C. Bradford & CO.Broker
August 1996 - November 1999 · 3 yrs 3 mos
Prudential Securities IncorporatedBroker
June 1992 - August 1996 · 4 yrs 2 mos
Sovereign-American Securities, INC.Broker
May 1991 - June 1992 · 1 yr 1 mo
Lasalle St Securities, L.L.C.Broker
July 1987 - March 1991 · 3 yrs 8 mos
Dean Witter Reynolds INC.Broker
December 1984 - June 1987 · 2 yrs 6 mos
E. F. Hutton & Company INCBroker
July 1974 - October 1979 · 5 yrs 3 mos
Thomson Mckinnon Auchincloss Kohmeyer INCBroker
May 1974 - June 1974 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
April 1972 - May 1974 · 2 yrs 1 mo
Prudential-Bache Securities INC.Broker
April 1972 - December 1984 · 12 yrs 8 mos
State Registrations1 state
TN
Advisor

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.

Exams
No exam information available for this advisor.