William T. Mccollough
Professional summary
William Todd Mccollough, AIF® is a registered financial advisor currently at STANCORP INVESTMENT ADVISERS, INC. located in Panama City Beach, Florida and STANCORP EQUITIES, INC. located in Portland, Oregon.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. William has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Todd Mccollough's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 2021 - Present
STANCORP INVESTMENT ADVISERS, INC.
June 6, 2021 - Present
STANCORP EQUITIES, INC.
Office #1: 1100 Sw 6th Avenue, Portland, OR 97204April 18, 2016 - March 10, 2021
KESTRA ADVISORY SERVICES, LLC
August 28, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
August 28, 2015 - March 10, 2021
KESTRA INVESTMENT SERVICES, LLC
June 20, 2011 - August 3, 2015
STANCORP INVESTMENT ADVISERS, INC.
June 8, 2010 - August 3, 2015
STANCORP EQUITIES, INC.
January 27, 1994 - May 17, 1996
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
STANCORP INVESTMENT ADVISERS, INC.
CRD#: 110228 / SEC#: 801-57811
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
STANCORP INVESTMENT ADVISERS, INC.
CRD#: 110228 / SEC#: 801-57811
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 103,728 |
| AUM (Assets Under Management) | $ 33,592,166,292 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/29/2025 | ||
| 03/28/2024 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
