Harry StoneCRD Number: 1258251
Current Firm: Royal Alliance Associates, Inc.
Harry Stone (CRD# 1258251) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Salt Lake City, UT and has over 33 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|World Lending Group||Suwanee, GA||Dec 2002 - Current||15|
|Stone Hill Advisory Services||Salt Lake City, UT||May 2002 - Current||15|
|Stone Hill Marketing Inc.||Salt Lake City, UT||May 2002 - Current||15|
|Interlink Securities Corp||Salt Lake City, UT||Jan 2002 - Current||16|
|Royal Alliance Associates, Inc.||Salt Lake City, UT||Dec 2001 - Current||16|
|Horizon Hr Inc.||Salt Lake City, UT||Apr 2001 - Current||17|
|Managed Care Administrators, Inc.||Salt Lake City, UT||May 1998 - Current||19|
|Stone Hill & Associates Insurance Brokerage, Inc.||Salt Lake City, UT||Aug 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management5,420MILLIONS
Total Number of Accounts22,069ACCOUNTS
Average Account Value$245,585
- 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