Mark Stone is a registered investment advisor, based in Shillington, PA, with 26 years of industry experience.
Location
34 West Lancaster Avenue, Shillington, PA, 19607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is the owner of Union Advantage Financial and Stone Financial, and president of Stone Financial. He is also an insurance agent and a board member for Berk Community Health Center, a volunteer for Heintz Tax Services, and treasurer for Treatment Access and Service Center.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Northeast Securities, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.