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Henry Clay Stauffer

Bestvest Investments, Ltd.

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About Henry Clay Stauffer

Henry Clay Stauffer is a financial advisor with Bestvest Investments, Ltd. Henry has been in the financial services industry since 1989. Henry is registered with the state of California, New Jersey, Ohio and Pennsylvania. Henry holds the Series 7 and Series 63 securities licenses as well as the Securities Industry Essentials Exam (SIE). Henry has prior experience with First Liberty Investment Group, Inc., First of Philadelphia Investment Group, Inc., Clearing Services of America, Inc. and Blinder, Robinson & Co., Inc.

Firm Information

Henry Stauffer is currently registered with Bestvest Investments, Ltd.. Bestvest Investments, Ltd. is a Corporation registered with the SEC and in 50 states. Founded in 1995, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and banking or thrift institutions. With 121 clients and approximately $75,186,176 in regulatory assets under management, Bestvest Investments is committed to helping clients achieve their financial goals.

$75.19M

Assets Under Management

5

Total Clients

16

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Henry Stauffer’s Registration & Firm History

PA

07/20/2001 - Present

Bestvest Investments, Ltd. (MEDIA PA)

PA

09/29/1994 - 07/19/2001

FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)

NA

09/14/1989 - 11/10/1994

FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.

MO

09/28/1994 - 10/20/1994

CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)

NA

07/18/1989 - 09/20/1989

BLINDER, ROBINSON & CO., INC.

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Licenses & Designations

BC

Issued 07/28/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Henry Clay Stauffer.
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