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Daniel James Lafferty

Stancorp Equities, Inc.

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About Daniel James Lafferty

Daniel Lafferty is a financial advisor with Stancorp Equities, Inc. with over 20 years of experience in the industry. Daniel is licensed to sell securities in Delaware, District of Columbia, Maryland, New Jersey, Pennsylvania and Virginia. Daniel holds FINRA Series 6, 63, and SIE licenses. Daniel is registered with FINRA and is active in the BrokerCheck system.

Firm Information

Daniel Lafferty is currently registered with Stancorp Equities, Inc.. Stancorp Equities, Inc. is a corporation formed on October 2, 1986. It is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

106

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel Lafferty’s Registration & Firm History

OR

10/24/2016 - Present

Stancorp Equities, Inc. (PORTLAND OR)

PA

04/02/2002 - 10/20/2016

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 05/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel James Lafferty.
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