Mitchell Stanford, financial advisor Brookfield WI
93 score

Mitchell Stanford

CRD Number: 4500270
Current Firm: Primerica Advisors

Mitchell Stanford (CRD# 4500270) is an Investment Advisor Representative working at Primerica Advisors in Brookfield, WI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Brookfield, IL Jan 2002 - Current 14
Primerica Financial Services Brookfield, WI Oct 2001 - Current 15
Johnson Controls Milwaukee, WI Jan 2012 - Jul 2016 4
Johnson Controls Milwaukee, WI Apr 2008 - Jan 2012 3
Robert Half Int Milwaukee, WI Jan 2006 - Apr 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Mitchell D. Stanford
Phone Number: 800-544-5445
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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