Clay Stafford (CRD# 4559932) is an Investment Advisor Representative working at Newfront Retirement Services, Inc. in San Francisco, CA and has over 22 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newfront Retirement Services, Inc. | San Francisco, CA | Dec 2014 - Current | 9 |
| Abd Insurance And Financial Services, Inc. | San Mateo, CA | Jul 2012 - Current | 11 |
| Financial Telesis, Inc. | San Rafael, CA | Jul 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2002 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
- CA
-
Total Assets Under Management367MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$8,732,259
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
AZ, CA, FL, MA, NH, NY, TN, TX, UT, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.