Michael StoneCRD 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.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Porter White & Company||Birmingham, AL||Jan 2011 - Current||6|
|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|
|Disney||Orlando, FL||Jul 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management346MILLIONS
Total Number of Accounts215ACCOUNTS
Average Account Value$1,607,707
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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