SA
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Stanley Allred

41 Years of Experience
Kennewick, WA
Broker

Stanley Allred is a registered investment advisor at D.A. Davidson & CO., based in Kennewick, WA, with 41 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1410 N. Pittsburgh, Building C, Kennewick, WA, 99336

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Stanley is an Assistant Financial Clerk for the Church of Jesus Christ of Latter-Day Saints, a non-profit organization, since 2017. He spends a few hours per week on budget planning and income/expense reporting.

Employment History
Current Registrations
D.A. Davidson & CO.
April 2002 - Present · 24 yrs 1 mo
D.A. Davidson & CO.Broker
November 2001 - Present · 24 yrs 6 mos
Previous Registrations
U.S. Bancorp Piper Jaffray INC.Broker
April 1986 - November 2001 · 15 yrs 7 mos
Npc Securities, IncorporatedBroker
June 1985 - April 1986 · 10 mos
Fsc Securities CorporationBroker
December 1984 - June 1985 · 6 mos
First American National Securities, INC.Broker
April 1984 - December 1984 · 8 mos
State Registrations23 states
AKARAZCACODCFLHIIDINMAMNNCNMNVOKORPATXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Stanley Allred - Financial Advisor | TrueAdvisor