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WS

William A. Stoner

INSPIRE ADVISORS
Covington, LA
Some features on this profile are disabled
CRD#: 6384145
WS

Professional summary

William Andrew Stoner is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Covington, Louisiana and INSPIRE INVESTING, LLC located in Covington, Louisiana.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Andrew Stoner'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

August 4, 2023 - Present

INSPIRE ADVISORS, LLC

RIA
CRD#: 300279
Covington, LA
Current

August 4, 2023 - Present

INSPIRE INVESTING, LLC

RIA
CRD#: 171988
Covington, LA
Past

November 10, 2016 - August 8, 2022

PARADIEM, LLC

RIA
CRD#: 158200
COVINGTON, LA
Past

May 20, 2015 - December 11, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
MANDEVILLE, LA

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".
II
INSPIRE INVESTING, LLC
CHRISTIAN WEALTH MANAGEMENT | NETZLY, ROBERT | INSPIRE INVESTING, LLC | INSPIRE | CWM ADVISORS, LLC

CRD#: 171988 / SEC#: 801-108947

RIA
Registered Investment Advisory firm - (1/20/2017 Approved)
California
Registered Investment Advisory firm - (2/23/2017 Terminated)
Indiana
Registered Investment Advisory firm - (1/25/2017 Terminated)
Louisiana
Registered Investment Advisory firm - (1/25/2017 Terminated)
Ohio
Registered Investment Advisory firm - (1/25/2017 Terminated)
Oklahoma
Registered Investment Advisory firm - (1/24/2017 Terminated)
Tennessee
Registered Investment Advisory firm - (1/24/2017 Terminated)
Texas
Registered Investment Advisory firm - (1/24/2017 Terminated)

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
Louisiana
(8/4/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 5/17/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/2/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/20/2015
General Securities Representative Examination

Current Firm

II
INSPIRE INVESTING, LLC
CHRISTIAN WEALTH MANAGEMENT | NETZLY, ROBERT | INSPIRE INVESTING, LLC | INSPIRE | CWM ADVISORS, LLC

CRD#: 171988 / SEC#: 801-108947

RIA
Registered Investment Advisory firm - (1/20/2017 Approved)
California
Registered Investment Advisory firm - (2/23/2017 Terminated)
Indiana
Registered Investment Advisory firm - (1/25/2017 Terminated)
Louisiana
Registered Investment Advisory firm - (1/25/2017 Terminated)
Ohio
Registered Investment Advisory firm - (1/25/2017 Terminated)
Oklahoma
Registered Investment Advisory firm - (1/24/2017 Terminated)
Tennessee
Registered Investment Advisory firm - (1/24/2017 Terminated)
Texas
Registered Investment Advisory firm - (1/24/2017 Terminated)
PREMIUM
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Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
Mailing Address
Phone number
(877) 658-9473
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (15 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

INSPIRE INVESTING, LLC DISCLOSURE BROCHURE (3/19/2026)

Regulatory assets under management

Total Number of Accounts455
AUM (Assets Under Management)$ 3,962,234,942

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

INSPIRE INVESTING, LLC

CRD#: 171988Covington, LA

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