AdvisorOS Directory
Claim Profile
WS

William D. Starnes

MALLARD ADVISORS, LLC·HOCKESSIN, Delaware
Unclaimed Profile
7234 LANCASTER PIKE, HOCKESSIN, DE 19707CRD# 4586596Firm CRD# 168795
01

About

William D. Starnes is a registered financial advisor based in HOCKESSIN, Delaware, affiliated with MALLARD ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MALLARD ADVISORS, LLC
MALLARD ADVISORS
AUM
$172M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MALLARD ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4586596
Firm CRD# 168795
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HOCKESSIN?

Browse all registered financial advisors in HOCKESSIN, Delaware or claim this profile if it's yours.

Browse HOCKESSIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William D. Starnes offer?
William D. Starnes specializes in Financial Planning, Investment Management. Contact their office in HOCKESSIN, Delaware for a consultation.
What are William D. Starnes's credentials?
William D. Starnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William D. Starnes located?
William D. Starnes is based in HOCKESSIN, Delaware, working with MALLARD ADVISORS, LLC. Their office serves clients in the HOCKESSIN metropolitan area and surrounding communities.
How does William D. Starnes charge for services?
William D. Starnes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MALLARD ADVISORS, LLC?
MALLARD ADVISORS, LLC has approximately 5 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HOCKESSIN
Daphne Patterson Herlihy — BRANDYWINE MANAGERS, LLCRichard Erik Carlson — BRANDYWINE MANAGERS, LLCW Scott Campbell — BRANDYWINE MANAGERS, LLCJohn Anthony Ciccarone — BRANDYWINE MANAGERS, LLCEloise Patterson Corcoran — BRANDYWINE MANAGERS, LLC
Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)
City Guides
WILMINGTON GuideGREENVILLE GuideDOVER GuideLEWES GuideNEWARK Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile