Steven Stone, financial advisor Big Spring TX
93 score

Steven Stone

CRD Number: 1998533
Current Firm: H.d. Vest Advisory Services, Inc.

Steven Stone (CRD# 1998533) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Big Spring, TX and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Big Spring, TX Oct 1993 - Current 23
Stone Insurance Bog Spring, TX Sep 1993 - Current 23
H.d. Vest Investment Services Big Spring, TX Oct 1989 - Current 27
Steven Stone Cpa Big Spring, TX Aug 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
Contact Info for Steven Stone
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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