Christian StoneCRD Number: 4621534
Current Firm: Nfp Advisor Services, LLC
Christian Stone (CRD# 4621534) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Quincy, MA and has over 14 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|Nfp Securities, Inc.||Austin, TX||Jul 2014 - Apr 2016||1|
|Morgan Stanley||Boston, MA||Sep 2013 - Jul 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Oct 2009 - Sep 2013||3|
|Bank Of America, N.a.||Boston, MA||Jul 2005 - Sep 2013||8|
|Banc Of America Investment Services, Inc.||Boston, MA||Jul 2005 - Oct 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- 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
- 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, VI, VT, WA, WI, WV
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