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Donald James Stone

Country Capital Management Co.

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About Donald James Stone

Donald James Stone is a financial advisor with Country Capital Management Co.. Donald Stone has been in the financial industry since October 5, 1999. He is registered in Illinois and Missouri. He holds the Series 6, 63, and 65 securities licenses as well as the SIE exam. Donald Stone is located in East Peoria, IL.

Firm Information

Donald Stone is currently registered with Country Capital Management Co.. Country Capital Management Co. is a corporation that was formed on August 4, 1965. The firm is registered with the SEC and in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

866

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Donald Stone’s Registration & Firm History

IL

10/06/1999 - Present

Country Capital Management Co. (EL PASO IL)

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Licenses & Designations

IA

Issued 04/10/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald James Stone.
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