Stephen
Stanford

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.