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KS

Kenneth H. Stanley

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CRD#: 1308420
KS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kenneth Hugh Stanley, who also goes by Ken Stanley, was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 1988. Kenneth had worked at 3 firms and has passed the Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ken Stanley

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 5, 2012 - December 31, 2015

HARPER*STANLEY FINANCIAL SERVICES

RIA
CRD#: 157166
CITRUS HEIGHTS, CA
Past

August 17, 2005 - December 23, 2009

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
CITRUS HEIGHTS, CA
Past

February 5, 2004 - December 23, 2009

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
CITRUS HEIGHTS, CA
Past

August 1, 1999 - December 18, 2003

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

January 14, 1988 - June 21, 1999

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 7/14/1994
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HF
HARPER*STANLEY FINANCIAL SERVICES
HARPER*STANLEY FINANCIAL SERVICES | STANLEY, KENNETH HUGH

CRD#: 157166 / SEC#:

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Contact information


Main Address
7509 Madison Ave, Suite 102, Citrus Heights, CA 95610
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HARPER*STANLEY FINANCIAL SERVICES

CRD#: 157166

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