Alastair Stansfield (CRD# 6131174) is an Investment Advisor Representative working at Rise Private Wealth Advisors in Tucson, AZ and has over 9 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rise Private Wealth Advisors LLC | Tuscon, AZ | Jun 2020 - Current | 3 |
| Premiere Wealth Advisors, LLC | Tucson, AZ | Dec 2019 - Jun 2020 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oro Valley, AZ | Jan 2018 - Oct 2019 | 1 |
| Secure Investment Management, LLC | Tucson, AZ | Nov 2015 - Jan 2018 | 2 |
| G.f. Investment Services, LLC | Sarasota, FL | May 2016 - Mar 2017 | < 1 |
| Northwestern Mutual Investment Services LLC | Tucson, AZ | Jul 2015 - Sep 2015 | < 1 |
| Pnc Investments | Princeton, NJ | Nov 2014 - Sep 2015 | < 1 |
| Pnc Investments | Princeton, NJ | Oct 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- AZ
- CA
- CO
- TX
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts314ACCOUNTS
-
Average Account Value$118,261
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, TX
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