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WS

William R. Stagner

STAGNER FINANCIAL ADVISORY
Edmond, OK 73013
Some features on this profile are disabled
CRD#: 4693679
WS

Professional summary

William Ray Stagner, who also goes by Ray Stagner, William R Stagner, is a registered financial advisor currently at STAGNER FINANCIAL ADVISORY located in Edmond, Oklahoma.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ray Stagner | William R Stagner

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Ray Stagner's 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

June 22, 2016 - Present

STAGNER FINANCIAL ADVISORY

Office #1: 2600 E. Memorial Road, Edmond, OK 73013Office #2: 2600 E. Memorial Road, Edmond, OK 73013
RIA
CRD#: 284305
Edmond, OK
Past

September 13, 2016 - May 23, 2017

LEGACY ADVANCE SOLUTIONS LLC

RIA
CRD#: 284835
EDMOND, OK
Past

August 17, 2016 - February 15, 2018

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
Edmond, OK
Past

July 15, 2014 - August 16, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
OKLAHOMA CITY, OK
Past

July 15, 2014 - August 16, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OKLAHOMA CITY, OK
Past

May 22, 2012 - July 21, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
TULSA, OK
Past

April 19, 2011 - July 21, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
TULSA, OK
Past

September 16, 2010 - April 19, 2011

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

January 8, 2010 - April 21, 2011

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
OKLAHOMA CITY, OK
Past

January 8, 2010 - April 21, 2011

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OKLAHOMA CITY, OK
Past

June 17, 2009 - January 5, 2010

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
EDMOND, OK
Past

June 17, 2009 - January 5, 2010

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
EDMOND, OK
Past

September 1, 2003 - June 1, 2009

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
KINGFISHER, OK

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.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(7/11/2016)
IAR
Texas
(6/22/2016)

Exams

State Security Law Exam
RR
Series 63
Date: 9/19/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/15/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/21/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/29/2003
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/4/2013
General Securities Principal Examination

Current Firm

SF
STAGNER FINANCIAL ADVISORY
STAGNER FINANCIAL ADVISORY | STAGNER FINANCIAL ADVISORY GROUP, LLC

CRD#: 284305 / SEC#:

Oklahoma
Registered Investment Advisory firm - (7/11/2016 Approved)
Texas
Registered Investment Advisory firm - (6/18/2016 Conditional Restricted)
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Contact information

Main Address
2600 E. Memorial Road, Edmond, OK 73013
Mailing Address
Phone number
(855) 285-0316
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts319
AUM (Assets Under Management)$ 59,669,751

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.

Company Information

STAGNER FINANCIAL ADVISORY

CRD#: 284305Edmond, OK 73013

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