William Williams is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Morgan Stanley
March 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Umpqua Investments, INC.
July 2018 - February 2020 · 1 yr 7 mos
Umpqua Investments, INC.Broker
October 2015 - February 2020 · 4 yrs 4 mos
Phillips & CompanyBroker
May 2014 - January 2016 · 1 yr 8 mos
Planmember Securities CorporationBroker
January 2014 - April 2014 · 3 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHORPAPRSCTNTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.