Theresa Stone, financial advisor Saint Petersburg FL
93 score

Theresa Stone

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. St. Petersburg, FL Dec 2013 - Current 3
Raymond James Financial Services, Inc. St. Petersburg, FL Jan 2013 - Current 3
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
Contact Info for Theresa I. Stone
Phone Number: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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