William StanleyCRD Number: 5543130
Current Firm: Oneamerica Securities, Inc.
William Stanley (CRD# 5543130) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Tucson, AZ and has over 9 years of experience in the finance industry.
First Heartland Consultants, Inc.
Lpl Financial LLC
Cambridge Investment Research Advisors, Inc.
|Oneamerica Securities||Tucson, AZ||Jan 2011 - Current||7|
|American United Life||Tucson, AZ||Apr 2009 - Current||9|
|Oneamerica Securities||Tucson, AZ||Jun 2009 - Mar 2010||< 1|
|Mml Investors Services, Inc.||Tucson, AZ||Jul 2008 - Jun 2009||< 1|
|Mass Mutual Financial Group||Tuscon, AZ||May 2008 - Jun 2009||1|
|Unemployed||Tucson, AZ||Nov 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||Sep 2008|
Total Assets Under Management91MILLIONS
Total Number of Accounts2,013ACCOUNTS
Average Account Value$45,074
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY