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
18 years
Location
Boonville, NY
Money Concepts Capital Corp
Enterprise
Lisa Stanford is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 18 years of industry experience. She has been with Money Concepts since 2006. Outside of her advisory role, Stanford is involved as secretary of the Boonville Area Chamber of Commerce, and she has roles in radio broadcasting and as a DJ under DJ Unicorn Chaos. Money Concepts Advisory Service provides investment advisory and financial planning to a wide range of clients, including individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise adviser with several hundred advisors managing approximately $4.07 billion in client assets.
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
18 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.
An unpaid judgment or lien against the advisor, such as a tax lien.
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 63, Series 65
Westernville, NY
Valic Financial Advisors
Taylor Jaquays is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Valic Financial Advisors in 2017, Jaquays worked at Mutual of Omaha, Ralston Supply/Colgate University, and Serendipity Ventures. Jaquays also acts as an agent for non-securities insurance products with Agia. Valic Financial Advisors is a large enterprise firm serving 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 multiple wrap programs through a network of over 1,200 advisors, utilizing a centralized technology platform and discretionary unified managed accounts.
Series 66
Lyon Falls, NY
LPL Financial
David O'Neil Jr. is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked previously at INVEST Financial Corporation, Community Bank, NA, and Morgan Stanley & Co. LLC. Outside of his advisory role, he is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its extensive network of over 22,800 advisors managing more than $819 billion in discretionary assets.
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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