Clay Dean William Stafford

Newfront Retirement Services, INC.

23 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Retirement Planning

Newfront Retirement Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

63 clients

Average Client Portfolio

$10.3M average

Assets Under Management

$649.3M

Fee Structure

Financial Planning:Investment management only

Location

777 Mariners Island Blvd, Suite 250, San Mateo, CA, 94404

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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.

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.

December 2014 - Present · 11 yrs 2 mos

Previous Registrations

Abd Retirement Services, INC.Broker

December 2014 - August 2021 · 6 yrs 8 mos

Financial Telesis INCBroker

July 2012 - December 2014 · 2 yrs 5 mos

Financial Telesis, INC.

July 2012 - December 2014 · 2 yrs 5 mos

Wells Fargo Insurance Services Investment Advisors, INC.

January 2010 - July 2012 · 2 yrs 6 mos

Wells Fargo Insurance Services Investment Advisors, INC.Broker

January 2010 - July 2012 · 2 yrs 6 mos

Wells Fargo Insurance Services Investment Advisors INC.

August 2008 - December 2009 · 1 yr 4 mos

Wells Fargo Insurance Services Investment Advisors, INC.Broker

August 2008 - December 2009 · 1 yr 4 mos

Stancorp Equities, INC.Broker

December 2002 - August 2008 · 5 yrs 8 mos

Stancorp Investment Advisers, INC.

July 2002 - August 2008 · 6 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.