David Stafford (CRD# 729692) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Littleton, NH and has over 41 years of experience in the finance industry.
CRD# 5131861
Stifel, Nicolaus & Company, Incorporated
CRD# 6380209
Lpl Financial LLC
CRD# 6999291
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Double Dip Inc Dba H & R Block | Woodsville, NH | Jan 2023 - Current | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2022 - Current | 1 |
| Rivers Edge Financial | Littleton, OH | Oct 2022 - Current | 1 |
| Targett Ledgers Dba H&r Block | Littleton, OH | Dec 2013 - Jan 2023 | 9 |
| Avantax Investment Services, Inc. | Littleton, NH | Oct 2016 - Oct 2022 | 6 |
| Avantax Advisory Services | Littleton, NH | Oct 2016 - Oct 2022 | 6 |
| Avantax Insurance Services, LLC | Littleton, NH | Oct 2016 - Oct 2022 | 6 |
| Lincoln Financial Securities Corporation | Littleton, NH | Jul 2008 - Oct 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1982 |
- NH
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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