William Stoddart, financial advisor Prairie Village KS

William Stoddart

CRD Number: 1080506
Current Firm: M Holdings Securities, Inc.

William Stoddart (CRD# 1080506) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Prairie Village, KS and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR Aug 2016 - Current 7
Mcinnes Group Fairway, KS May 2015 - Current 9
M Holdings Securities, Inc. Portland, OR Dec 2013 - Current 10
Lpl Financial, LLC Fairway, KS Jul 2015 - Aug 2016 1
Boulevard Financial, LLC Overland Park, FL May 2010 - Jul 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for William E. Stoddart
Phone Number: 800-656-6960
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    4,514
    MILLIONS
  • Total Number of Accounts
    9,871
    ACCOUNTS
  • Average Account Value
    $457,257
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
  • 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, WY

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