Stafford Financial

Stafford Financial (CRD# 295502) is a financial advisory firm headquartered in , . They manage $11,570,065 in 64 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.staffordplanning.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $180,782
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT, WY

Financial Advisors at Stafford Financial
Showing 1 - 1 of 1 top financial advisors.
1
Mason Stafford, financial advisor Billings MT
Mason T. Stafford
CRD#: 6932794
Billings, MT

Mason Stafford (CRD# 6932794) is an Investment Advisor Representative working at Stafford Financial in Billings, MT and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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