Michael Stone, financial advisor Birmingham AL
93 score

Michael Stone

CRD Number: 5894468
Current Firm: Porter White Investment Advisors, Inc.

Michael Stone (CRD# 5894468) is an Investment Advisor Representative working at Porter White Investment Advisors, Inc. in Birmingham, AL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Porter White Capital, LLC Birmingham, AL Jan 2018 - Current < 1
Porter White Investment Advisors, Inc. Birmingham, AL Jan 2011 - Current 7
Spearhead Capital, LLC Birmingham, AL Jun 2016 - Jan 2018 1
Porter White & Company Birmingham, AL Jan 2011 - Nov 2014 3
Regions Bank Birmingham, AL Sep 2010 - Jan 2011 < 1
Anderson Growth Partners Birmingham, AL Jun 2010 - Aug 2010 < 1
Georgetown University Washington, DC Sep 2008 - May 2010 1
Northrop Grumman Chantilly, VA Jul 2009 - Sep 2009 < 1
Aquatica Orlando, FL Jul 2008 - Sep 2008 < 1
Georgetown University Washington, DC Sep 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Michael C. Stone
Phone Number: 205-252-3681
Firm Website: http://www.pwco.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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