William StoddartCRD Number: 5222051
Current Firm: Northfork Financial LLC
William Stoddart (CRD# 5222051) is an Investment Advisor Representative working at NorthFork Financial LLC in Bozeman, MT and has over 9 years of experience in the finance industry.
NorthFork Financial is a state-registered investment fiduciary that provides comprehensive planning and investment management services for clients who want their interests to come first and who believe their financial choices should reflect their personal commitment to vibrant communities and thriving ecosystems.
D.a. Davidson & Company
D.a. Davidson & Company
Professional Financial Management, Inc.
|Northfork Financial, LLC||Bozeman, MT||Nov 2011 - Current||9|
|Intermountain Enterprises||Bozeman, MT||Apr 1997 - Aug 2013||16|
|Social Finance, Inc.||San Francisco, CA||Sep 2012 - May 2013||< 1|
|Sofi Securities LLC||New York, NY||Sep 2012 - May 2013||< 1|
|Hexagon Securities, LLC||New York, NY||Jun 2012 - Sep 2012||< 1|
|D.a. Davidson & Company||Bozeman, MT||Nov 2006 - Nov 2011||5|
|D.a. Davidson & Company||Great Falls, MT||Sep 2006 - Nov 2006||< 1|
|Bozeman Schools||Bozeman, MT||Jan 1999 - Jun 2006||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
Total Assets Under Management63MILLIONS
Total Number of Accounts522ACCOUNTS
Average Account Value$121,408
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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