Paul E. Stafford
Professional summary
Paul Edward Stafford, who also goes by Paul Stafford, is a registered financial advisor currently at STAFFORD FINANCIAL located in Billings, Montana.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Paul has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Edward Stafford's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 9, 2026 - Present
STAFFORD FINANCIAL
September 8, 2022 - January 27, 2026
CETERA ADVISORS LLC
November 12, 2020 - January 27, 2026
CETERA INVESTMENT ADVISERS LLC
November 13, 2012 - November 12, 2020
FIRST ALLIED ADVISORY SERVICES, INC.
November 12, 2012 - September 8, 2022
FIRST ALLIED SECURITIES, INC.
June 1, 2009 - November 20, 2012
MORGAN STANLEY
June 1, 2009 - November 20, 2012
MORGAN STANLEY
March 24, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
March 23, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
March 14, 2005 - March 24, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 18, 2005 - March 24, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/9/2026)
(2/9/2026)
Exams
Current Firm
STAFFORD FINANCIAL
CRD#: 295502 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 69 |
| AUM (Assets Under Management) | $ 13,086,884 |
Red Flags
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