Marcus Stone is a registered investment advisor, based in Austin, TX, with 16 years of industry experience. Marcus is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Two Barton Skyway, 1601 South MoPac Expressway, Suite 475, Austin, TX, 78746
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Regulatory History (1)
Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Marcus is a partner at Honest Earth, an agent/broker for North Star Consultants & North Star Brokerage selling fixed insurance, a board member for Stop Alzheimer's Now and Lake Travis Mountain Bike Team, and an agent/broker for Twin Oak Advisors. He dedicates a few hours per week to Honest Earth and about 10-20% of his time to North Star Consultants & North Star Brokerage.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations32 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.
Exams
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