Cole Stoneman, financial advisor Farmington NM
81 score

Cole Stoneman

CRD Number: 5380075
Current Firm: Lincoln Financial Advisors Corporation

Cole Stoneman (CRD# 5380075) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Farmington, NM and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Farmington, NM Nov 2013 - Current 3
Axa Advisors, LLC New York, NY Mar 2009 - Nov 2013 4
Mindstreams Education Glendale, AZ Jul 2006 - Feb 2009 2
Axa Advisors, LLC New York, NY Jul 2007 - Feb 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Jun 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Cole J. Stoneman
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Cole Stoneman and other advisors.
BADGES
81

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