Whitestone Wealth Advisors, LLC

Whitestone Wealth Advisors, LLC (CRD# 299381) is a financial advisory firm headquartered in Rowlett, TX. They manage $9,190,545 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4702 Rowlett Rd., Ste 102, Rowlett, TX 75088
https://www.whitestonewealthadvisors.com/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $106,867
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Whitestone Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tommy Fincher, financial advisor Rowlett TX
Tommy E. Fincher
CRD#: 1725266
4702 Rowlett Rd., Ste 102, Rowlett, TX 75088

Tommy Fincher (CRD# 1725266) is an Investment Advisor Representative working at Whitestone Wealth Advisors, LLC in Rowlett, TX and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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