Robert P. Stansberry
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.
Robert Patton Stansberry, who also goes by Patt Stansberry, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1980. Robert had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 8 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 14, 2019 - September 22, 2023
V WEALTH ADVISORS LLC
August 13, 2018 - November 14, 2019
CUTTER & COMPANY, INC.
August 10, 2018 - November 14, 2019
CUTTER & COMPANY, INC.
May 19, 2017 - August 10, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
May 19, 2017 - August 10, 2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
November 6, 2008 - May 24, 2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED
October 22, 2008 - May 24, 2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED
January 1, 2008 - October 28, 2008
WELLS FARGO CLEARING SERVICES, LLC
August 31, 2001 - January 3, 2008
A. G. EDWARDS & SONS, INC.
April 21, 1993 - September 6, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 13, 1984 - April 5, 1984
A. G. EDWARDS & SONS, INC.
July 24, 1980 - April 16, 1993
EDWARD JONES
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 8
Date: 11/19/1992
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
V WEALTH ADVISORS LLC
CRD#: 153278 / SEC#: 801-71232
Contact information
Regulatory assets under management
| Total Number of Accounts | 4,746 |
| AUM (Assets Under Management) | $ 1,518,196,247 |
Red Flags
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