Leland Stone, financial advisor San Antonio TX

Leland Stone

CRD Number: 1487194
Current Firm: M. E. Allison & Company, Inc.

Leland Stone (CRD# 1487194) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
M. E. Allison & Company, Inc. San Antonio, TX Oct 1991 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for Leland M. Stone
Phone Number: 210-930-4000
Firm Website: http://www.meallison.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    146
    MILLIONS
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $546,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

TX

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