Lisa M Stanford

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 06/2024 → Present
  Boonville Lumberjacks
  Boonville, NY
• 08/2023 → Present
  Flack Broadcasting
  Boonville, NY
• 05/2024 → Present
  Dj Unicorn Chaos
  Boonville, NY
• 06/2024 → 11/2024
  Pantheon Perspective Llc
  Boonville, NY
• 02/2025 → Present
  Spirit Animal Sanctuary
  Boonville, NY

Other Businesses

1. Virtually Yours LLC, Virtual Administrative Assistance. Owner, investment related, 60% time spent on activity during non-securities hrs. 2. Secretary, Boonville Area Chamber of Commerce, 12/15/2022, Board Member, Non-investment related, 1-10% time spent on activity during securities hrs. 3. Flack Broadcasting, since 9/1/2023, Employee, Radio Station, Non-investment related, 1-10% time spent on activity during securities hrs. 4. DJ Unicorn Chaos, since 5/30/20, owner, DJ, Non-investment related, 1-10% time spent on activity during non-securities hrs. 5. Spirit Animal Sanctuary, since 3/1/2025, 2539 East Road, Boonville, NY 13309. Employee, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2010-11-22