William R. Stagner

STAGNER FINANCIAL ADVISORY

Edmond, OK 73013

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CRD#: 4693679

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.

(1) RAY STAGNER DBA STAGNER FINANCIAL ADVISORY GROUP; INVESTMENT RELATED; EDMOND, OK; FIXED AND TRADITIONAL INSURANCE SALES; AGENT; BEGAN AUGUST 2011; APPROXIMATELY 5 HOURS PER WEEK AND DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES. (2) RAY STAGNER; NOT INVESTMENT RELATED; COMPETITIVE FISHING; COMPETITIVE FISHERMAN; BEGAN MARCH 2013; APPROXIMATELY 10 HOURS PER MONTH, NONE DURING TRADING HOURS; COMPETITIVE FISHERMAN. (3) W RAY STAGNER; NOT INVESTMENT RELATED; EDMOND, OK 74136; LTC, MEDICARE SUPPLEMENTS; 02/12/2015; 4 HOURS PER MONTH; MAY OFFER LTC OR MEDICARE SUPPLEMENTS TO CLIENTS AS NEEDED. (4) STAGNER HOLDINGS, LLC; MANAGER/PERSONAL REAL ESTATE HOLDINGS; 01/2015. (5) TREEK, LLC;OWNER/PERSONAL REAL ESTATE HOLDINGS; 04/2017. (6) BizExits R Us; Owner/Business Valuation Snapshot Services; 02/2025

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

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.

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

CRD#: 6413

TULSA, OK

Past

September 16, 2010 - April 19, 2011

HIMCO DISTRIBUTION SERVICES COMPANY

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.

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

CRD#: 2936

EDMOND, OK

Past

September 1, 2003 - June 1, 2009

STATE FARM VP MANAGEMENT CORP.

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)

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.

Exams

State Security Law Exam

Series 63

Date: 9/19/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/15/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/29/2003

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/4/2013

General Securities Principal Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	302
AUM (Assets Under Management)	$ 52,745,849

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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Advisor Monitoring

Firm Stability Insights

William R. Stagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Ray Stagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY ADVANCE SOLUTIONS LLC

PRIVATE CLIENT SERVICES, LLC

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

HIMCO DISTRIBUTION SERVICES COMPANY

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

STATE FARM VP MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/19/2003

SIE

Date: 2/15/2018

Series 7

Date: 12/21/2009

Series 6

Date: 8/29/2003

Series 24

Date: 1/4/2013

Current Firm

STAGNER FINANCIAL ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STAGNER FINANCIAL ADVISORY

TRUST BUT VERIFY

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