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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Holdings Securities, Inc. | Portland, OR | Aug 2016 - Current | 7 |
| Mcinnes Group | Fairway, KS | May 2015 - Current | 8 |
| 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 |
- KS
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Total Assets Under Management4,514MILLIONS
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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