William Doty, financial advisor Lenexa KS
81 score

William Doty

CRD Number: 5390751
Current Firm: Barber Financial Group

William Doty (CRD# 5390751) is an Investment Advisor Representative working at Barber Financial Group in Lenexa, KS and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Lenexa, KS Oct 2009 - Current 7
Barber Financial Group Lenexa, KS Jul 2007 - Current 9
Novastar Financial Kansas City, MO Feb 2007 - Jul 2007 < 1
American Lending Group Leawood, KS Dec 2006 - Feb 2007 < 1
Aames Home Lending/ Home Funds Direct Kansas City, MO Sep 2006 - Dec 2006 < 1
Unemployed Overland Park, KS Aug 2006 - Sep 2006 < 1
Admiral Home Concepts Olathe, KS Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S65 NASAA Investment Advisors Law Examination Oct 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for William R. Doty
Phone Number: 913-393-1000
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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