William Graham Morris
Advisor at Advisory Services Network — Camden, SC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Camden, SC 29020
Advisory Services Network
Multi-team
William Morris is a financial advisor at Advisory Services Network with a Series 66 credential and one year of industry experience. His prior work includes roles at Kovack Securities Inc., Tenet Wealth Management, and North American Senior Benefits. Outside of financial services, he has experience in event management with Triple T Events and has worked in various roles including at Shipyard Baseball Complex and Sea World Orlando. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment strategies and flexible engagement models.
Based on Advisory Services Network
Based on Advisory Services Network
Fixed fees for financial planning and investment consulting services range from $1,000 to $40,000 per plan or service.
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
IARs may receive commissions from securities transactions, insurance product sales, and futures/commodities transactions in their separate capacities as broker-dealer registered representatives or insurance agents.
Financial planning and investment consulting hourly fees range from $150 to $400 per hour.
Monthly subscription fee-based advice service ranging from $35 to $250 per month.
Account minimum: $25,000 Fee-only: Portfolio management fees charged on a tiered or floating flat schedule, negotiable; Financial planning fees charged hourly ($150 - $400/hour) or fixed fee ($1,000 - $40,000 per plan); Investment consulting fees charged hourly ($150 - $400/hour), fixed fee ($1,000 - $40,000 per service), or monthly subscription fee ($35 - $250 per month); Retirement plan consulting fees charged as fixed fee or asset-based up to 1.50% annually.
Camden, SC
1039 Broad Street
Camden SC 29020
Advisors at this office
6
South Carolina
< 1 year of industry experience
Advisory Services Network, LLC
2026 - Present • 1 year
Atlanta, GA
Kovack Securities Inc.
2026 - Present • 1 year
Camden, SC
Kovack Advisers
2026 - 2026 • 1 year
Camden, SC
Tenet Wealth Management
2026 - Present • 1 year
Camden, SC
North American Senior Benefits
2025 - Present • 1 year
Charleston, SC
Trident Transport
2025 - 2025 • 1 year
Charleston, SC
Chick Filet Summervile
2024 - 2025 • 1 year
Summerville, SC
Triple T Events
2022 - 2025 • 3 years
Charleston, SC
Charleston Southern University
2022 - 2024 • 2 years
North Charlestion, SC
Shipyard Baseball Complex
2021 - 2024 • 3 years
Mt. Pleasant, SC
Sea World Orlando
2020 - 2022 • 2 years
Orlando, FL
Grahams Tire Service
2020 - 2022 • 2 years
Camden, SC
Unemployed
2015 - 2020 • 5 years
Camden, SC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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