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
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts86ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Whitestone Wealth Advisors, LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.