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William Edward Stafford

U.s. Bancorp Investments, Inc.

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About William Edward Stafford

William Edward Stafford is a financial advisor who has been in the industry since March 13, 2003. William is registered with the state of North Carolina and is currently employed by U.S. Bancorp Investments, Inc., a large firm with assets under management in the range of $1 billion to $10 billion. William offers financial planning, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

William Stafford is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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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other

12b-1,networking&shareholder serv,product partner arrangements

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William Stafford’s Registration & Firm History

NC

07/22/2010 - Present

U.s. Bancorp Investments, Inc. (Charlotte NC)

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Licenses & Designations

BC

Issued 08/03/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/21/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Edward Stafford.
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