John StoneCRD 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.
Aegis Wealth Management LLC
Summit Financial Group Inc.
Monument Wealth Management
|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|
Total Assets Under Management85MILLIONS
Total Number of Accounts1,013ACCOUNTS
Average Account Value$84,145
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
DC, DE, FL, MD, NC, TX, VA
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