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.

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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
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

AZ

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