William Stead, financial advisor Phoenix AZ
73 score

William Stead

CRD Number: 1058461
Current Firm: Foresters Advisory Services, LLC

William Stead (CRD# 1058461) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in Phoenix, AZ and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Self Phoenix, AZ Oct 2012 - Current 4
First Investors Advisory Services LLC Phoenix, AZ Aug 2012 - Current 4
First Investors Corporation Phoenix, AZ Jun 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
S65 NASAA Investment Advisors Law Examination Oct 2012
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:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for William C. Stead
Phone Number: 212-858-8000
Registered State(s):
  • AZ
  • CT
  • NM
  • WA
  • TX
  • MS
By the Numbers
  • Total Assets Under Management
    996
    MILLIONS
  • Total Number of Accounts
    5,500
    ACCOUNTS
  • Average Account Value
    $181,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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