Clay Stafford
Clay Stafford is a registered investment advisor at Newfront Retirement Services, INC., based in San Mateo, CA, with 23 years of industry experience. Clay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 106 clients with $1B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
777 Mariners Island Blvd, Suite 250, San Mateo, CA, 94404
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clay works as an insurance agent with ABD Insurance and Financial Services, Inc. since 2012, focusing on sales, service, and consulting, dedicating minimal time during trading hours.
Employment History
Current Registrations
Newfront Retirement Services, INC.
Previous Registrations
Abd Retirement Services, INC.Broker
Financial Telesis, INC.
Financial Telesis INCBroker
Wells Fargo Insurance Services Investment Advisors, INC.
Wells Fargo Insurance Services Investment Advisors, INC.Broker
Wells Fargo Insurance Services Investment Advisors INC.
Wells Fargo Insurance Services Investment Advisors, INC.Broker
Stancorp Equities, INC.Broker
Stancorp Investment Advisers, INC.
State Registrations1 state
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.