Clay StaffordCRD Number: 4559932
Current Firm: Abd Retirement Services, Inc.
Clay Stafford (CRD# 4559932) is an Investment Advisor Representative working at Abd Retirement Services, Inc. in San Francisco, CA and has over 16 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Abd Retirement Services, Inc.||San Mateo, CA||Jul 2012 - Current||5|
|Financial Telesis Inc.||San Rafael, CA||Jul 2012 - Dec 2014||2|
|Wells Fargo Insurance Services Investment Advisors, Inc.||Redwood City, CA||Jan 2010 - Jul 2012||2|
|Abd Financial Services, Inc.||Redwood City, CA||Aug 2008 - Dec 2009||1|
|Stancorp Equities Inc.||Walnut Creek, CA||Aug 2002 - Aug 2008||6|
|Stancorp Investment Advisers, Inc.||Walnut Creek, CA||Feb 2002 - Aug 2008||6|
|Standard Insurance Company||Walnut Creet, CA||Sep 2000 - Aug 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S65||NASAA Investment Advisors Law Examination||Feb 2002|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
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