John Stone, financial advisor Dunkirk MD
93 score

John Stone

CRD Number: 5365268
Current Firm: Calvert Wealth Management, Inc.

John Stone (CRD# 5365268) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Jan 2011 - Current 6
Calvert Financial Advisory Dunkirk, MD Sep 2008 - Current 9
Lpl Financial Dunkirk, MD Nov 2008 - Nov 2010 2
Bradley Sheahan Dunkirk, MD Sep 2008 - Nov 2008 < 1
Calvert Cabinets Company Huntingtown, MD Sep 2007 - Sep 2008 1
Merrill Lynch Ocean City, MD Jun 2007 - Sep 2007 < 1
Calvert Cabinets Company Huntingtown, MD Jun 1996 - Jun 2007 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for John T. Stone
Phone Number: 301-812-1550
Registered State(s):
  • DE
  • DC
  • FL
  • VA
  • NC
  • MD
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
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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

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