William DoranCRD Number: 4661387
Current Firm: Allstate Financial Advisors, LLC
William Doran (CRD# 4661387) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Bedford, TX and has over 5 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Allstate Insurance Co||Plano, TX||Jan 2020 - Current||3|
|Edward Jones||St. Louis, MO||Jan 2018 - Jan 2020||2|
|Saybrus Equity Services, Inc.||Dallas, TX||Oct 2016 - Dec 2017||1|
|Saybrus Partners||Hartford, CT||Oct 2016 - Dec 2017||1|
|Beacon Capital Management||Dallas, TX||Jul 2014 - Oct 2016||2|
|Woodbury Financial Services, Inc.||Dallas, TX||Mar 2013 - Oct 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2018|
Total Assets Under Management31MILLIONS
Total Number of Accounts166ACCOUNTS
Average Account Value$187,468
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, WA, WI, WV, WY
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