Theresa StoneCRD Number: 4607999
Current Firm: Raymond James Financial Services Advisors, Inc.
Theresa Stone (CRD# 4607999) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 6 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services Advisors Inc.||St. Petersburg, FL||Dec 2013 - Current||3|
|Raymond James Financial Services, Inc.||St. Petersburg, FL||Jan 2013 - Current||4|
|Old Forty LLC||O'fallon, MO||Aug 2012 - Jan 2013||< 1|
|Unemployed||Wentzville, MO||Mar 2012 - Aug 2012||< 1|
|Raymond Jamse & Associates||St Petersburg, FL||Aug 2004 - Jun 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2011|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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