Justin Stone (CRD# 7557083) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Radford, VA and has 1 year of experience in the finance industry.
CRD# 6976437
Olio Financial Planning
CRD# 4984458
Osaic Institutions, Inc.
CRD# 6520223
Bayesian Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Geneos Wealth Management Inc. | Radford, VA | Sep 2023 - Current | < 1 |
Plott & French Financial Advisors | Radford, VA | Sep 2023 - Current | < 1 |
Geneos Wealth Management | Radford, VA | May 2022 - Current | 2 |
Plott & French Financial Advisors | Radford, VA | May 2022 - Current | 2 |
Virginia Tech | Blacksburg, VA | Aug 2020 - May 2023 | 2 |
Unemployed | Woodlawn, VA | Apr 2018 - Jul 2020 | 2 |
Rolling Hills Farm | Woodlawn, VA | Mar 2013 - Mar 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- VA
-
Total Assets Under Management5,163MILLIONS
-
Total Number of Accounts21,980ACCOUNTS
-
Average Account Value$234,898
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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