Todd StonerCRD Number: 4460047
Current Firm: Disciplined Investors, LLC
Todd Stoner (CRD# 4460047) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has 1 year of experience in the finance industry.
Academy Capital Management
Royal Alliance Associates, Inc.
The Aspen Equity Group
|Disciplined Investors, LLC||Waco, TX||Aug 1998 - Current||18|
Total Assets Under Management143MILLIONS
Total Number of Accounts782ACCOUNTS
Average Account Value$182,613
- 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