Unclaimed Profile

William Stanley Bivin

BIVIN & ASSOCIATES, INC.·PONCA CITY, Oklahoma

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record27 years registeredBIVIN & ASSOCIATES, INC.

412 S. 14TH, PONCA CITY, OK 74601CRD# 1655723Firm CRD# 111688

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Stanley Bivin · PONCA CITY, OK

Registration

CRD #1655723 · BIVIN & ASSOCIATES, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BIVIN & ASSOCIATES, INC.

MERCER GLOBAL ADVISORS INC.

Aug 2022 – Jan 2026

Ponca City, OK

BIVIN & ASSOCIATES, INC.

Jul 1999 – Oct 2022

PONCA CITY, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 1, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIVIN & ASSOCIATES, INC.

CRD 111688 · SEC 801-121511

AUM

$129M

Regulatory assets under management

Employees

478 client accounts

Services offered by BIVIN & ASSOCIATES, INC.

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 BIVIN & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does William Stanley Bivin offer?

William Stanley Bivin specializes in Financial Planning, Investment Management.

What are William Stanley Bivin's credentials?

William Stanley Bivin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Stanley Bivin located?

William Stanley Bivin is based in PONCA CITY, Oklahoma, last registered with BIVIN & ASSOCIATES, INC..

How does William Stanley Bivin charge for services?

William Stanley Bivin's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BIVIN & ASSOCIATES, INC.?

BIVIN & ASSOCIATES, INC. has approximately 6 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Research

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