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Stanley Whittlesey
32 Years of Experience
Indianapolis, IN
1 DisclosureBrokerSells Insurance
Stanley Whittlesey is a registered investment advisor, based in Indianapolis, IN, with 32 years of industry experience.
Location
6525 E. 82nd St., Suite 209, Indianapolis, IN, 46250
Get directionsHistory
Regulatory History (1)
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Criminal
November 1972Final Disposition
Other Business ActivitiesSells Insurance
Stanley owns 100% of Capital Financial Management, Inc., where he acts as President, insurance agent, and investment advisor, spending a few hours per week. He is also a Managing Director at Advanced Funding Group, LLC, dedicating about 10-20% of his time, and owns rental properties, spending minimal time on them.
Employment History
Current Registrations
Ebh Securities, INC.Broker
July 1994 - Present · 31 yrs 10 mos
Capital Financial Management, INC.
July 1993 - Present · 32 yrs 10 mos
Previous Registrations
Mariner Financial Services, INC.Broker
July 1993 - August 1994 · 1 yr 1 mo
First American National Securities, INC.Broker
March 1987 - June 1987 · 3 mos
State Registrations4 states
GAINKYOH
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.