Marcus Stone
Marcus Stone is a registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 16 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
300 Beardsley Ln, Ste A104, 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.