Be advised. This firm is no longer registered.

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
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at David R. Stallard, J.d., Cpa,cfp
No Advisor Found.
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