Stanley Secor, financial advisor San Diego CA
93 score

Stanley Secor

CRD Number: 1982414
Current Firm: Girard Securities, Inc.

Stanley Secor (CRD# 1982414) is an Investment Advisor Representative working at Girard Securities, Inc. in San Diego, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Girard Securities, Inc. San Diego, CA Aug 2008 - Current 8
Self-employed Salt Lake City, UT Jan 1976 - Current 40
Heritage Financial Group, Inc. Salt Lake City, UT Aug 2005 - Aug 2008 3
Heritage Group Benefits, LLC Ogden, UT Aug 2005 - Aug 2008 3
Securian Financial Services St. Paul, MN May 2004 - Aug 2008 4
Minnesota Life Insurance Company St. Paul, MN Apr 2004 - Aug 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Stanley B. Secor
Phone Number: 858-622-2140
Registered State(s):
  • CO
  • UT
By the Numbers
  • Total Assets Under Management
    646
    MILLIONS
  • Total Number of Accounts
    3,210
    ACCOUNTS
  • Average Account Value
    $201,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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