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 14 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Abd Retirement Services, Inc.||San Mateo, CA||Jul 2012 - Current||4|
|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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