William Conroy, financial advisor Portland OR
93 score

William Conroy

CRD Number: 1345235
Current Firm: M Holdings Securities, Inc.

William Conroy (CRD# 1345235) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR Nov 2014 - Current 2
Lyman Group Seattle, WA Nov 2014 - Current 2
Principal Mutual Life Insurance Company Des Moines, IA May 1989 - Current 27
Coordinated Benefit Plans Seattle, WA Feb 1987 - Current 29
Vsr Advisory Services Overland Park, KS Aug 2007 - Jan 2015 7
Vsr Financial Services, Inc. Overland Park, KS Aug 1994 - Jan 2015 20
The Masters (division Of Vsr Financial Services, Inc) Overland Park, KS Jan 2003 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for William M. Conroy
Phone Number: 800-656-6960
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    958
    MILLIONS
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $347,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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
93
Clean Record
This advisor has a clean track record with regulators.

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