WD
WD
William Doan
26 Years of Experience
Terre Haute, IN
1 DisclosureBroker
William Doan is a registered investment advisor at Wells Fargo Advisors, based in Terre Haute, IN, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
2901 Ohio Blvd, Ste 154, Terre Haute, IN, 47803
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2021Denied
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Wells Fargo Advisors
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
November 2009 - March 2020 · 10 yrs 4 mos
LPL Financial LLC
November 2009 - March 2020 · 10 yrs 4 mos
Invest Financial Corporation
November 2005 - December 2009 · 4 yrs 1 mo
Invest Financial CorporationBroker
November 2005 - December 2009 · 4 yrs 1 mo
Onb Investment Services,inc.
August 2002 - December 2005 · 3 yrs 4 mos
Onb Investment Services, INC.Broker
March 2002 - December 2005 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1999 - November 2001 · 2 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
July 1998 - October 1999 · 1 yr 3 mos
State Registrations2 states
INNC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.