William StoneCRD Number: 5230711
Current Firm: Raymond James Financial Services Advisors, Inc.
William Stone (CRD# 5230711) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roanoke, VA and has over 16 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Mutual Of Omaha Investor Services, Inc.
Eagle Strategies LLC
|Pinnacle Asset Management||Roanoke, VA||Jan 2021 - Current||2|
|Raymond James Financial Services, Inc.||Roanoke, VA||Apr 2020 - Current||3|
|Pinnancle Bank||Ronoake, VA||Feb 2020 - Current||3|
|Pinnacle Financial Partners||Roanoke, VA||Jun 2018 - Current||5|
|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|
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- 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, VI, VT, WA, WI, WV, WY
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