William T. Doran

ALLSTATE FINANCIAL ADVISORS

BEDFORD, TX

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CRD#: 4661387

Professional summary

William Todd Doran, who also goes by William Todd Doran, William T Doran, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Bedford, Texas and ALLSTATE FINANCIAL SERVICES, LLC located in Bedford, Texas.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. William has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Todd Doran | William T Doran

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.

PRINCIPAL POSITION: Contractor NATURE: Recurring fees from policy INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: 5025 Meridian Lane, Unit 3101, Addison TX 75001, United States DESCRIPTION: Service if needes

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Todd Doran's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 24, 2020 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

BEDFORD, TX

Current

January 24, 2020 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 1600 Airport Fwy Ste 510, Bedford, TX 76022-6882

CRD#: 18272

Bedford, TX

Past

January 31, 2018 - January 23, 2020

EDWARD JONES

RIA

CRD#: 250

FRISCO, TX

Past

January 12, 2018 - January 23, 2020

EDWARD JONES

CRD#: 250

FRISCO, TX

Past

October 10, 2016 - December 31, 2017

SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319

HARTFORD, CT

Past

May 1, 2013 - November 4, 2014

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

ADDISON, TX

Past

March 18, 2013 - November 4, 2014

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

ADDISON, TX

Past

January 3, 2013 - February 22, 2013

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

March 22, 2010 - January 3, 2013

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

IRVING, TX

Past

December 20, 2005 - August 19, 2009

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

February 28, 2005 - July 28, 2005

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

PLANO, TX

Past

February 28, 2005 - July 28, 2005

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

July 15, 2003 - February 16, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

RICHARDSON, TX

Past

June 30, 2003 - February 16, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 30, 2003 - February 16, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(1/24/2020)

IAR

Texas
(1/24/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/29/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/26/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

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.

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William T. Doran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Todd Doran's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

SAYBRUS EQUITY SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

HIMCO DISTRIBUTION SERVICES COMPANY

HIMCO DISTRIBUTION SERVICES COMPANY

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/29/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/26/2003

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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