William Stanley (CRD# 4412886) is an Investment Advisor Representative working at Financial Planning in Colorado Springs, CO and has over 23 years of experience in the finance industry.
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stanley Financial Services, LLC | Colorado Springs, CO | Jun 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
- CO
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$1,080,286
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CO
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