David R. Stallard, J.d., Cpa,cfp
David R. Stallard, J.d., Cpa,cfp (CRD# 123377) is a financial advisory firm headquartered in Park City, UT. They manage $3,055,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
David R. Stallard, J.d., Cpa,cfp
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$95,469
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at David R. Stallard, J.d., Cpa,cfp
No Advisor Found.
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