William Stone (CRD# 5230711) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roanoke, VA and has over 17 years of experience in the finance industry.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
CRD# 4449131
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Asset Management | Roanoke, VA | Jan 2021 - Current | 3 |
| Raymond James Financial Services, Inc. | Roanoke, VA | Apr 2020 - Current | 4 |
| Pinnancle Bank | Ronoake, VA | Feb 2020 - Current | 4 |
| Pinnacle Financial Partners | Roanoke, VA | Jun 2018 - Current | 6 |
| Bb&t Securities/investments | Roanoke, VA | Feb 2015 - May 2018 | 3 |
| Bb&t Bank | Ronoake, VA | Jul 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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, WY
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