Michael Stone (CRD# 2989366) is an Investment Advisor Representative working at Commonwealth Financial Network in Carrollton, GA and has over 26 years of experience in the finance industry.
CRD# 2506003
Capstone Global Advisors, LLC
CRD# 2849485
Money Concepts Advisory Service
CRD# 4268782
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Nov 2018 - Current | 5 |
| Milestone Investment Management, LLC | Carrolton, GA | Jul 2010 - Current | 13 |
| Ifg Advisory, Llc Dba Milestone Investment Management, LLC | Carollton, GA | Dec 2013 - Nov 2018 | 4 |
| Lpl Financial LLC | Carrollton, GA | Jul 2010 - Nov 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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