Richard StonerCRD Number: 2018452
Current Firm: Ameriprise Financial Services, Inc.
Richard Stoner (CRD# 2018452) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Saint Petersburg, FL and has over 27 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Ameriprise Financial Services, Inc.||Tampa, FL||Oct 2009 - Current||8|
|H & R Financial Advisors, Inc.||Tampa, FL||Feb 1995 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV