William Candler has been Chief Operating Officer of Cabin Advisors since January 2020, is a control person of the firm and directly owns under 5% of it.
Cabin Advisors, LLC is an Overland Park, KS firm with $220M under management, 414 clients and 13 advisers across 9 offices, as of its March 2026 filing.
- Cabin Advisors, LLCCurrent– present · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 312547
Investment adviser representative registrations
William Candler is registered as an investment adviser representative in 2 states. The first approvals date from January 2022; the most recent is California, in July 2022.
- CaliforniaSince 6 July 2022
- KansasSince 31 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 2009 |
| Series 27 | Financial and Operations Principal Examination | 1 May 2008 |
| Series 4 | Registered Options Principal Examination | 25 January 2001 |
| Series 24 | General Securities Principal Examination | 28 March 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 October 1996 |
| Series 7 | General Securities Representative Examination | 9 October 1996 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Financial and Operations Principal Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Brian Candler
- CRD
- 2802438
- Firm
- Cabin Advisors · CRD 312547
- Role
- Chief Operating Officer
- Office
- 6240 W. 135TH STREET, SUITE 214, Overland Park, KS 66223
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Candler work?
William Candler has been Chief Operating Officer of Cabin Advisors, LLC since January 2020, and is a control person of the firm.
Is William Candler a financial advisor?
Yes. William Candler has a current investment-adviser registration in California and Kansas, through Cabin Advisors since January 2022.
How many years of experience does William Candler have?
William Candler has 29 years in the financial industry, since January 1997, across 1 adviser firm.
What exams has William Candler passed?
William Candler has passed 8 licensing exams: the Series 7, Series 63, Series 24, Series 4, Series 27, Series 65, Series 79TO and Series 99TO. The earliest, the Series 7, was passed in October 1996. FINRA credited William Candler with the SIE, which began in October 2018.
Where is William Candler based?
William Candler’s registered office is in Overland Park, KS.
Is William Candler registered with FINRA?
Yes. William Candler has a current broker registration, under CRD 2802438.
Source: FINRA BrokerCheck
How can I verify William Candler’s record?
Search CRD 2802438 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Candler’s full registration record.