William Coleman Imhoff
Professional Summary
William Coleman Imhoff, who also goes by Will Imhoff, William Coleman Imhoff Jr., was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1992 - 2024. William had worked at 8 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 3, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Will Imhoff, William Coleman Imhoff Jr.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
DOWLING & PARTNERS SECURITIES LLC | PAULSEN, DOWLING SECURITIES, INC. | PAULSEN, DOWLING SECURITIES LLC | PAULSEN SECURITIES, INC. | DOWLING HALES, LLC
Contact Information
Main Address
190 Farmington Avenue, Farmington, CT 06032Mailing Address
190 Farmington Avenue, Farmington, CT 06032Phone Number
(860) 676-8600Established
Connecticut since 07/01/1994Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DOWLING CORPORATION | 100% OWNER | — |
| BYRNE, THOMAS ARTHUR | PRESIDENT/CEO/EXECUTIVE REPRESENTATIVE | 1334509 |
| CHRISTIANA, JOSEPH OSCAR III | MANAGING DIRECTOR | 5419472 |
| DOWLING, VERONICA ALVAREZ | CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | 5166888 |
| NIXON, JON ALAN | FINOP, PFO, POO | 4710715 |
| WYMAN, KEVIN | CHIEF COMPLIANCE OFFICER | 6963114 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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