Laura StankardCRD Number: 5338244
Current Firm: Whv Investments, Inc.
Laura Stankard (CRD# 5338244) is an Investment Advisor Representative working at Whv Investments, Inc. in San Francisco, CA and has over 10 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Hirayama Investments, LLC||San Francisco, CA||Apr 2009 - Current||9|
|Wentworth, Hauser And Violich, Inc.||San Francisco, CA||Feb 1998 - Current||20|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
Total Assets Under Management1,001MILLIONS
Total Number of Accounts860ACCOUNTS
Average Account Value$1,163,543
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV