Stanley Szafran (CRD# 4325504) is an Investment Advisor Representative working at Szafran Capital Management, LLC in Rowlett, TX and has over 22 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sci | Houston, TX | Apr 2014 - Current | 10 |
| Trust Advisors, Inc. | Houston, TX | Apr 2014 - Current | 10 |
| Investors Trust | Dallas, TX | Nov 2007 - Apr 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2001 |
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts54ACCOUNTS
-
Average Account Value$220,489
- 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
TX
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