Patricia Stanford, financial advisor Wenatchee WA
78 score

Patricia Stanford

CRD Number: 5534009
Current Firm: 1st Global Advisors Inc.

Patricia Stanford (CRD# 5534009) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Wenatchee, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Capital Corp Wenatchee, WA Jun 2012 - Current 4
1st Global Advisors Inc. Wenatchee, WA Jun 2012 - Current 4
Cordell, Neher & Company Pllc Wenatchee, WA Jul 2011 - Current 5
Partners Investment Network, Inc. Wenatchee, WA May 2008 - Jul 2011 3
Home East Wenatchee, WA Jan 2007 - Apr 2008 1
Forest Ridge School Bellevue, WA Oct 2003 - Dec 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Patricia S. Stanford
Phone Number: 214-294-5000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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