David Stansberry, financial advisor Gilbert AZ

David Stansberry

CRD Number: 5105774
Current Firm: Atlas Financial, LLC

David Stansberry (CRD# 5105774) is an Investment Advisor Representative working at Atlas Financial, LLC in Gilbert, AZ and has over 16 years of experience in the finance industry.

Similar Advisors
Jane Chen, financial advisor Gilbert AZ
Jane C. Chen
CRD# 5400841
Transamerica Financial Advisors, Inc.
Similar Advisors
Dustin Suttle, financial advisor Gilbert AZ
Dustin G. Suttle
CRD# 4607086
Origin Financial
Similar Advisors
Michael Abbate, financial advisor Gilbert AZ
Michael J. Abbate
CRD# 4091287
Dynamic Wealth Partners, LLC
Company Name Location Dates Years
Atlas Financial, LLC Gilbert, AZ Nov 2019 - Current 3
No Company Name Gilbert, AZ Jan 2018 - Nov 2019 1
The Vanguard Group, Inc. Scottsdale, AZ Feb 2006 - Jan 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for David N. Stansberry
Phone Number: 480-329-5035
Registered State(s):
  • AZ
Current Firm Details
Atlas Financial, LLC
Firm's CRD Number: 305941
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.