Stone Financial

Stone Financial (CRD# 226690) is a financial advisory firm headquartered in , . They manage $19,455,677 in 200 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $97,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

AR, MO, TX

Financial Advisors at Stone Financial
Showing 1 - 1 of 1 top financial advisors.
1
David S. Stone
CRD#: 5360014
Harrison, AR

David Stone (CRD# 5360014) is an Investment Advisor Representative working at Stone Financial in Harrison, AR and has over 16 years of experience in the finance industry.

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