John Stone (CRD# 5365268) is an Investment Advisor Representative working at Calvert Wealth Management, Inc. in Dunkirk, MD and has over 13 years of experience in the finance industry.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apw Capital, Inc. | Rockaway, NJ | Jan 2011 - Current | 13 |
| Calvert Financial Advisory | Dunkirk, MD | Sep 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- MD
-
Total Assets Under Management138MILLIONS
-
Total Number of Accounts699ACCOUNTS
-
Average Account Value$197,730
- 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
- Pension consulting services
- Other
DC, DE, FL, LA, MD, NC, PA, VA
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