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William Stark Mcneer III

William S. Mcneer

FARTHER
North Myrtle Beach, SC 29582
Some features on this profile are disabled
CRD#: 5351911
William Stark Mcneer III

Professional summary

William Stark Mcneer III, CFP®, who also goes by Bill Stark Mcneer III, Billy Stark Mcneer III, William Stark Mcneer Iii, is a registered financial advisor currently at FARTHER located in North Myrtle Beach, South Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. William has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Stark Mcneer Iii | Billy Stark Mcneer Iii | William Stark Mcneer Iii

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) 05/2022 - DBA FOR CAPASSO PLANNING PARTNERS BUSINESS (ENTITY FOR CAPASSO BUSINESS) - STARK CAPITAL, LLC - INVESTMENT RELATED -MYRTLE BEACH, SC 29577 2) 05/2024- STARK CAPITAL, LLC- DBA FOR TAX PURPOSES 3) 05/2024- OFFER LIFE INSURNACE <2HRS PER MONTH MYRTLE BEACH, SC 29572 4) 05/2024- TAX CONSULTING < 5HRS PER MONTH MYRTLE BEACH, SC 29572 5) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. McNeer Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Stark Mcneer III'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

April 30, 2025 - Present

FARTHER

Office #1: 2323 Hwy 17 S, North Myrtle Beach, SC 29582
RIA
CRD#: 302050
North Myrtle Beach, SC
Past

July 16, 2024 - November 13, 2024

SUMMIT FINANCIAL, LLC

RIA
CRD#: 299322
CHARLESTON, SC
Past

May 26, 2022 - May 8, 2025

CAPASSO PLANNING PARTNERS LLC

RIA
CRD#: 294673
Winston Salem, NC
Past

October 12, 2021 - September 2, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
WINSTON SALEM, NC
Past

May 8, 2013 - May 26, 2022

PRIVATE ADVISOR GROUP, LLC

RIA
CRD#: 155216
Kernersville, NC
Past

April 2, 2009 - May 8, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
WINSTON SALEM, NC
Past

April 1, 2009 - December 19, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
WINSTON SALEM, NC

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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 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.

Highlighted states indicate IAR registrations

IAR
South Carolina
(4/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/23/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/18/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/12/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/19/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/24/2009
General Securities Representative Examination

Current Firm

FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

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

FARTHER

CRD#: 302050North Myrtle Beach, SC 29582

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