Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
William Lockard, financial advisor San Francisco CA
93 score

William Lockard

CRD Number: 1291995
Current Firm: Fundrise Advisors, LLC

William Lockard (CRD# 1291995) is an Investment Advisor Representative working at Fundrise Advisors, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Fundrise LLC San Francisco, CA Apr 2014 - Current 2
Stifel, Nicolaus & Company, Incorporated San Francisco, CA Sep 2011 - Apr 2014 2
Stone & Youngberg LLC San Francisco, CA Jul 1984 - Sep 2011 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for William T. Lockard
Phone Number: 202-584-0550
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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