William Stone
William Stone is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Roanoke, VA, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
202 Campbell Ave Se, Roanoke, VA, 24013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an associate/employee at Pinnacle Asset Management, referring potential investment clients, dedicating about half his time to this. He also works as a financial bank advisor at Pinnancle Bank, spending about 10-20% of his time managing client investment accounts and seeking prospects.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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