William Doran is a registered investment advisor, based in Bedford, TX, with 19 years of industry experience.
Location
Bedford, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is a contractor earning recurring fees from a policy. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Allstate Financial Services, LLCBroker
January 2020 - Present · 6 yrs 4 mos
Allstate Financial Advisors, LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Edward Jones
January 2018 - January 2020 · 2 yrs
Edward JonesBroker
January 2018 - January 2020 · 2 yrs
Saybrus Equity Services, INCBroker
October 2016 - December 2017 · 1 yr 2 mos
Woodbury Financial Services, INC.
May 2013 - November 2014 · 1 yr 6 mos
Woodbury Financial Services, INC.Broker
March 2013 - November 2014 · 1 yr 8 mos
Pruco Securities, LLC.Broker
January 2013 - February 2013 · 1 mo
Hartford Equity Sales Company INC.Broker
March 2010 - January 2013 · 2 yrs 10 mos
Hartford Equity Sales Company INC.Broker
December 2005 - August 2009 · 3 yrs 8 mos
Chase Investment Services CORP.
February 2005 - July 2005 · 5 mos
Chase Investment Services CORP.Broker
February 2005 - July 2005 · 5 mos
American Express Financial Advisors, INC.
July 2003 - February 2005 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
June 2003 - February 2005 · 1 yr 8 mos
Ids Life Insurance CompanyBroker
June 2003 - February 2005 · 1 yr 8 mos
State Registrations1 state
TX
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.