Scott StoneCRD Number: 3086867
Current Firm: H.d. Vest Advisory Services, Inc.
Scott Stone (CRD# 3086867) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Nashville, TN and has over 18 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|H.d. Vest Advisory Services||Mt. Juliet, TN||Mar 2004 - Current||12|
|H.d. Vest Investment Services||Nashville, TN||Jul 1998 - Current||18|
|Advanced Tax & Income Services||Nashville, TN||Jan 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV