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.
CRD# 6735961
Benjamin F. Edwards & Company, Incorporated
CRD# 1645794
Raymond James Financial Services Advisors, Inc.
CRD# 6525185
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stone Financial And Wealth Advisors, LLC | Harrison, AR | May 2018 - Current | 5 |
| Stone Financial And Wealth Advisors, LLC | Harrison, AR | Jul 2012 - Current | 11 |
| Stone Financial & Tax Center | Harrison, AR | Nov 2005 - Current | 18 |
| 1st Global Advisors, Inc. | Harrison, AR | Jul 2012 - Jul 2015 | 3 |
| 1st Global Capital Corp. | Harrison, AR | Jul 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2007 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AR
- MO
- TX
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Total Assets Under Management19MILLIONS
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Total Number of Accounts200ACCOUNTS
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Average Account Value$97,278
- 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
- Selection of other advisers (including private fund managers)
- Other
AR, MO, TX
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