Stafford Financial
Stafford Financial (CRD# 295502) is a financial advisory firm headquartered in , . They manage $11,570,065 in 64 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Stafford Financial
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts64ACCOUNTS
-
Average Account Value$180,782
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT, WY
Financial Advisors at Stafford Financial
1
Mason Stafford (CRD# 6932794) is an Investment Advisor Representative working at Stafford Financial in Billings, MT and has over 6 years of experience in the finance industry.
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