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.
Credentials
Series 66
Experience Industry experience
17 years
Location
Boonville, NY
Money Concepts Capital Corp
Enterprise
Lisa Stanford is a Series 66-licensed financial advisor with Money Concepts Capital Corp, bringing 17 years of industry experience. She has been with Money Concepts since 2006. Outside of her advisory role, Lisa is involved as a board member and secretary of the Boonville Area Chamber of Commerce, works with Flack Broadcasting, and owns a DJ business called DJ Unicorn Chaos. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.
Based on Money Concepts Capital Corp
Based on Money Concepts Capital Corp
$10,000 - $999,999: 0.8125% annually (0.203125% quarterly) GPS Program typical fee is 2.5% annually but varies; GPS - Retirement Plan Network 1.3% annually $1,000,000 - $2,999,999: 0.625% annually (0.15625% quarterly) typical GPS Program fee; GPS - Retirement Plan Network 1.3% annually $3,000,000 - $4,999,999: 0.5625% annually (0.140625% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $5,000,000 - $9,999,999: 0.475% annually (0.11875% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000,000+: 0.375% annually (0.09375% quarterly) GPS Program typical fee; GPS - Retirement Plan Network 1.3% annually $10,000 - $49,999: 1.8% annually (0.45% quarterly) Managed Allocation Program $50,000 - $99,999: 1.6% annually (0.4% quarterly) Managed Allocation Program $100,000 - $499,999: 1.5% annually (0.375% quarterly) Managed Allocation Program $500,000 - $999,999: 1.25% annually (0.3125% quarterly) Managed Allocation Program $1,000,000+: 1.0% annually (0.25% quarterly) Managed Allocation Program $10,000 - $999,999: 1.3% annually (0.325% quarterly) MAP Advisor Assisted Program and World Class Pension Program $1,000,000 - $2,999,999: 1.0% annually (0.25% quarterly) MAP Advisor Assisted Program and World Class Pension Program $3,000,000 - $4,999,999: 0.9% annually (0.225% quarterly) MAP Advisor Assisted Program and World Class Pension Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) MAP Advisor Assisted Program and World Class Pension Program $10,000,000+: 0.6% annually (0.15% quarterly) MAP Advisor Assisted Program and World Class Pension Program
Commission-based compensation from sale of securities and insurance products as registered broker-dealer and insurance agency
Consulting fees negotiated client-by-client; not to exceed $450/hour
Account minimum: $10,000 Minimum fee: Minimum quarterly fee of $62.50 for GPS Program; minimum quarterly financial planning fee ranging from $250 to $1,000 depending on program Fee-only: Financial planning fees negotiated client-by-client; minimum quarterly fee $250-$1,000
Boonville, NY
Boonville NY
Advisors at this office
1
New York
17 years of industry experience
Spirit Animal Sanctuary
2025 - Present • 1 year
Boonville, NY
Boonville Lumberjacks
2024 - Present • 2 years
Boonville, NY
Pantheon Perspective LLC
2024 - 2024 • 1 year
Boonville, NY
DJ Unicorn Chaos
2024 - Present • 2 years
Boonville, NY
Flack Broadcasting
2023 - Present • 3 years
Boonville, NY
Money Concepts Capital Corp
2006 - Present • 20 years
Palm Beach Gardens, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 63
Westernville, NY
Valic Financial Advisors
Taylor Jaquays is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and nine years of industry experience. Taylor has worked at Valic Financial Advisors since 2017 and is also affiliated with Agia, where they are involved in non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, operating at scale with centralized technology and model solutions.
Series 66
Lyon Falls, NY
LPL Financial
David O'neil Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked with LPL Financial since 2018 and previously spent seven years at INVEST Financial Corporation, alongside a longstanding role at Community Bank, NA since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.
Series 63
Port Leyden, NY
Cambridge Investment Research Advisors
Timothy Fraser is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked with Cambridge Investment Research since 2016. Outside of his advisory role, Fraser is involved in coaching others to ride motorcycles through Go Motorcycling Inc. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered by independent professionals, utilizing multiple custodial platforms and a variety of investment strategies, including proprietary models and third-party solutions.
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