Advisor at Stafford Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Paul Stafford is a financial advisor at Stafford Financial in Billings, MT, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Securities, Inc., and managing The Stafford Company, LLC since 2000. Outside of advisory work, he serves as a deacon at Cornerstone Community Church, directs a nonprofit Biblical Counseling Foundation, and facilitates educational sessions. Stafford Financial is an independent advisory firm serving individuals, charitable organizations, and businesses with investment advisory services, comprehensive financial planning, and educational seminars. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, incorporates fundamental and cyclical analysis, and offers services including third-party manager oversight and subscription-style ongoing planning.
Based on Stafford Financial
Based on Stafford Financial
$2,500 - $500,000: 1.50% annually $500,001 - $1,500,000: 1.25% annually $1,500,001+: 1.00% annually
Account minimum: $2,500 Minimum fee: Comprehensive Financial Planning: $50 per month minimum Fee-only: Comprehensive Financial Planning: 1.5% of client’s gross monthly income per month
Billings, MT
Montana · Wyoming
Flying Solo
2023 - Present (3 years)
Cetera Advisors LLC
2022 - Present (4 years)
Cetera
2020 - Present (6 years)
First Allied Securities, INC.
2012 - 2022 (10 years)
First Allied Advisory Services, INC.
2012 - 2020 (8 years)
The Stafford Company, LLC
2000 - Present (26 years)
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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CFA®, Series 63, Series 65
Billings, MT
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Alchemy Wealth Management
PFS™
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BDL Wealth Management PLLC
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Stafford Financial
Series 65
Billings, MT
Capstone Wealth
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