Stephen
Stanford

Portsmouth Financial Services

CRD#1686790
Investment Advisor
in Fairhope, AL

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About this Advisor

Stephen Stanford is a financial advisor operating out of Fairhope, Alabama, who has been in the advisory business for 11 years. Stanford is an employee of Portsmouth Financial Services. Over the course of their career, Stanford has held roles at White Pacific Securities Corp, East/West Securities Corp and Portsmouth Financial Services Inc. Stanford holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Portsmouth Financial Services is a financial advisory company based in Fairhope, Alabama. The company has just five employees. It manages $28 million in assets under management between its 163 client accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 163 client accounts, just 4% belong to high-net-worth investors who have more than $1 million in investable assets. The firm offers portfolio management for individuals and small businesses. Financial management fees usually vary depending on which services the firm provides the client. Fee types billed by Portsmouth Financial Services likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

Fairhope, AL

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Portsmouth Financial Services Brokerage Details

Total Assets Under Management

$27,899,454

AL Average: $7,578,581,321
Total Number of Employees

5

AL Average: 43
Total Number of Accounts

163

AL Average: 3,727
Average Account Size

$171,162

AL Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Stephen Stanford Work History

Stephen has 11 years of experience.

2013 - Present (8 years)

Portsmouth Financial Services Inc

2012 - 2013 (1 year)

East/West Securities Corp

2009 - 2012 (3 years)

White Pacific Securities Corp

Disclosures

Stephen Stanford has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Portsmouth Financial Services

Blair Enfield
San Francisco, CA
Stephen Stanford
Fairhope, AL
Renee Amochaev
Santa Rosa, CA
John Bankovitch
San Francisco, CA
Echo Chien
San Francisco, CA
Robert Sheh
Fremont, CA
Max Isaacman
San Francisco, CA
Donald Panec
Novato, CA

This content was compiled from the SEC and FINRA.

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