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.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 45north Partners, LLC | Bozeman, MT | Aug 2019 - Current | 4 |
| Homestake Venture Partners LLC | Bozeman, MT | Nov 2017 - Current | 6 |
| Northfork Financial, LLC | Bozeman, MT | Nov 2011 - Current | 12 |
| Homestake Venture Partners LLC | Bozeman, MT | Jul 2017 - Nov 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- MT
- WY
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts526ACCOUNTS
-
Average Account Value$166,840
- 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
MT, WY
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