William Stoddart, financial advisor Bozeman MT

William Stoddart

CRD 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.

CONTACT
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Professional Financial Management, Inc.
Company Name Location Dates Years
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
Contact Info for William M. Stoddart
Phone Number: 406-579-0334
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    522
    ACCOUNTS
  • Average Account Value
    $121,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MT, WY

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