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WS

William T. Stiles

VICTORY FINANCIAL
University City, MO
Some features on this profile are disabled
CRD#: 6245319
WS

Professional summary

William Thomas Stiles, who also goes by William Stiles, is a registered financial advisor currently at VICTORY FINANCIAL located in University City, Missouri and PURSHE KAPLAN STERLING INVESTMENTS located in Austin, Texas.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. William has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Stiles

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 Thomas Stiles'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

September 23, 2025 - Present

VICTORY FINANCIAL

RIA
CRD#: 324943
University City, MO
Current

November 24, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 6500 River Place Blvd. Building 1, Suite #203, Austin, TX 78730
BD
CRD#: 35747
Austin, TX
Past

August 24, 2016 - September 24, 2025

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
ST. LOUIS, MO
Past

November 17, 2014 - September 24, 2025

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
ST. LOUIS, MO

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".
VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH

CRD#: 324943 / SEC#: 801-127385

RIA
Registered Investment Advisory firm - (2/24/2023 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.
RR
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

RR
Illinois
(11/24/2025)
IAR
Missouri
(9/23/2025)
RR
Missouri
(12/2/2025)
RR
Nevada
(11/24/2025)
IAR
Texas
(9/24/2025)
RR
Texas
(11/24/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/17/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/9/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/17/2014
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH

CRD#: 324943 / SEC#: 801-127385

RIA
Registered Investment Advisory firm - (2/24/2023 Approved)
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Contact information

Main Address
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730
Mailing Address
Phone number
(512) 763-7671
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (17 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

DISCLOSURE BROCHURE FOR VICTORY FINANCIAL GROUP LLC (11/3/2025)

Regulatory assets under management

Total Number of Accounts4,210
AUM (Assets Under Management)$ 687,641,583

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

VICTORY FINANCIAL

CRD#: 324943University City, MO

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