William
Mccollough
Stancorp Investment Advisers, Inc
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About this Advisor
William Mccollough is a financial advisor based in Tampa, Florida with 2 years of industry experience. Mccollough is currently employed by Stancorp Investment Advisers, Inc. Their career trajectory has included roles at Nfp Advisor Services, Llp, Stancorp Equities, Inc, Standard Retirement Services, Stancorp Investment Advisers, Inc and Kestra Financial Services, Inc. Mccollough has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Stancorp Investment Advisers, Inc is a financial advisory firm operating out of Portland, OR. The investment advisory business has a total of 82 advisors. It has $16 billion in assets under management across its 116,850 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 146 charities and foundations. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial management fee schedules usually are based on which service is offered. However, fees charged by Stancorp Investment Advisers, Inc can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stancorp Investment Advisers, Inc Brokerage Details
$16,214,303,154
82
116,850
$138,762
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
William Mccollough Work History
William has been registered as a financial advisor for 2 years.*
Stancorp Equities, Inc
Kestra Financial Services, Inc
Nfp Advisor Services, Llp
Stancorp Investment Advisers, Inc
Stancorp Equities, Inc
Standard Retirement Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Mccollough to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stancorp Investment Advisers, Inc
Portland, OR
Mandeville, LA
Cincinnati, OH
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North Bend, WA
Portland, OR
Portland, OR
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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