AS
AS

Allen Lee Stansfield

34 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
1,916 clients
Average Client Portfolio
$698K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$30K
Financial Planning:Investment management only
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Location

3564 Lincoln Ave, Suite 3B, Ogden, UT, 84401

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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

Allen teaches state education classes on hunter education and is a board member for his wife's company, StansOut Beauty. He dedicates a few hours per week to teaching and minimal time to the board member role.

Employment History
Current Registrations
Momentum Independent Network INC.
May 2012 - Present · 13 yrs 9 mos
Momentum Independent Network INC.Broker
May 2012 - Present · 13 yrs 9 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - June 2012 · 3 yrs
Morgan Stanley Smith Barney LLC
June 2009 - June 2012 · 3 yrs
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
December 1991 - July 1993 · 1 yr 7 mos
State Registrations11 states
AKARAZCOFLIDNDNVORUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.