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William Andrew Stoner

PARADIEM, LLC·COVINGTON, Louisiana
SIE, Series 7, Series 63, Series 65Clean record9 years registeredPARADIEM, LLC
510 N JEFFERSON AVE, COVINGTON, LA 70433-2640CRD# 6384145Firm CRD# 158200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Andrew Stoner · COVINGTON, LA
Registration
CRD #6384145 · PARADIEM, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

INSPIRE ADVISORS, LLC
Aug 2023 – present
INSPIRE INVESTING, LLC
Aug 2023 – present
PARADIEM, LLC
Nov 2016 – Aug 2022
COVINGTON, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · November 10, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARADIEM, LLC
CRD 158200 · SEC 801-110924
AUM
$420M
Regulatory assets under management
Employees
13
325 client accounts
Services offered by PARADIEM, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PARADIEM, LLC →
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05

Frequently Asked Questions

What services does William Andrew Stoner offer?
William Andrew Stoner specializes in Financial Planning, Investment Management. Contact their office in COVINGTON, Louisiana for a consultation.
What are William Andrew Stoner's credentials?
William Andrew Stoner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Andrew Stoner located?
William Andrew Stoner is based in COVINGTON, Louisiana, working with PARADIEM, LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.
How does William Andrew Stoner charge for services?
William Andrew Stoner'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 PARADIEM, LLC?
PARADIEM, LLC has approximately 13 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PARADIEM, LLC

Kristina Brown Schuler
COVINGTON, LA
Sandra E Tackett
COVINGTON, LA
Eric Lee Dunavant
COVINGTON, LA
CFP

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