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David Todd Stanley

Full Sail Capital, LLC

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About David Todd Stanley

David Stanley is a registered investment advisor with Full Sail Capital, LLC in Oklahoma City, Oklahoma. David has been in the industry since 2006. David has earned the Series 65 and Series 66 licenses and specializes in financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. David has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. David has been a part of Full Sail Capital, LLC since January 2018, and prior to that was with Trust Company of Oklahoma. David's firm manages over $1 billion in assets.

Firm Information

David Stanley is currently registered with Full Sail Capital, LLC. Full Sail Capital, LLC is an investment advisor based in Oklahoma City, OK. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal government entities. The firm offers a range of advisory services, including financial planning, portfolio management, and selection of other advisors.
Full Sail Capital, LLC

124 N.W. 10TH ST

OKLAHOMA CITY, OK 73103

$1.83B

Assets Under Management

19

Total Clients

8

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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David Stanley’s Registration & Firm History

OK

02/15/2018 - Present

Full Sail Capital, LLC (OKLAHOMA CITY OK)

OK

07/04/2006 - 02/22/2011

ARVEST ASSET MANAGEMENT (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 12/07/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Todd Stanley.
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