Michael Stone, financial advisor Birmingham AL
90 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 5 years of experience in the finance industry.

Similar Advisors
Lauren Pearson, financial advisor Birmingham AL
Lauren S. Pearson
CRD# 5422273
Hightower Advisors, LLC
Score
103
Similar Advisors
Donna Gordon, financial advisor Birmingham AL
Donna H. Gordon
CRD# 1469265
Wesban Financial Consultants, P.c.
Score
101
Similar Advisors
Chase Gore, financial advisor Birmingham AL
Chase H. Gore
CRD# 5556427
Raymond James & Associates, Inc.
Score
101
Company Name Location Dates Years
Porter White & Company Birmingham, AL Jan 2011 - Current 5
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
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
    346
    MILLIONS
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $1,607,707
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

AL

Ready to hire a financial advisor? Get competitive proposals from Michael Stone and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.