William StanfordCRD Number: 7044871
Current Firm: Fidelity Personal And Workplace Advisors
William Stanford (CRD# 7044871) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Fidelity Brokerage Services, LLC||Salt Lake City, UT||Nov 2018 - Current||4|
|Branch Banking & Trust Company||Maryville, TN||Jan 2017 - Nov 2018||1|
|Lee University||Cleveland, TN||Aug 2012 - Dec 2016||4|
|The Inn At Wolftever||Harrison, TN||Feb 2015 - Aug 2016||1|
|Lakeside Tavern||Knoxville, TN||May 2015 - Jul 2015||< 1|
|Deer Run Retreat Center||Thompsons Station, TN||May 2014 - Jun 2014||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2019|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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