William Doss (CRD# 6482322) is an Investment Advisor Representative working at Morgan Stanley in Sandy, UT and has over 8 years of experience in the finance industry.
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Sandy, UT | Sep 2023 - Current | < 1 |
| Morgan Stanley Smith Barney LLC | Sandy, UT | Jul 2022 - Current | 1 |
| E*trade Securities LLC | Sandy, UT | Jun 2020 - Current | 3 |
| E*trade Capital Management LLC | Sandy, UT | Jun 2020 - Current | 3 |
| E*trade Securities LLC | Sandy, UT | Feb 2020 - Jun 2020 | < 1 |
| E*trade Capital Management LLC | Sandy, UT | Feb 2020 - Jun 2020 | < 1 |
| E*trade Securities LLC | Sandy, UT | Nov 2018 - Feb 2020 | 1 |
| E*trade Capital Management LLC | Sandy, UT | Nov 2018 - Feb 2020 | 1 |
| Unemployed | Salt Lake City, UT | May 2018 - Nov 2018 | < 1 |
| Fidelity Brokerage Services LLC | Salt Lake City, UT | Apr 2015 - Apr 2018 | 3 |
| Chick-fil-a | Salt Lake City, UT | Feb 2015 - Apr 2015 | < 1 |
| Unemployed | Salt Lake City, UT | Jun 2014 - Feb 2015 | < 1 |
| Kutak Rock LLP | Omaha, NE | Dec 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- UT
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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