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Earl (nmn) Stewart

Stonex Advisors Inc.

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About Earl (nmn) Stewart

Earl Stewart has been in the financial services industry since 1986. Currently, Earl is registered with Stonex Advisors Inc., which specializes in providing financial consulting services, financial planning, pension consulting, and educational seminars. Earl also provides portfolio management for both individuals and businesses. Prior to joining Stonex Advisors Inc., Earl worked at Sterne, Agee & Leach, Inc., Anderson & Strudwick, Incorporated, Wachovia Securities, LLC, First Union Brokerage Services, Inc., A. G. Edwards & Sons, Inc., Carillon Investments, Inc., and Investors Security Company, Inc. Earl is licensed to conduct business in Alabama, California, Delaware, New Jersey, North Carolina, and Virginia.

Firm Information

Earl Stewart is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Earl Stewart’s Registration & Firm History

VA

06/30/2016 - Present

Stonex Advisors Inc. (Richmond VA)

VA

12/09/2011 - 06/12/2015

STERNE, AGEE & LEACH, INC. (RICHMOND VA)

VA

11/05/2008 - 12/09/2011

ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)

VA

10/01/2000 - 11/04/2008

WACHOVIA SECURITIES, LLC (RICHMOND VA)

NC

03/05/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

MO

08/15/1988 - 01/07/1999

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NA

11/19/1985 - 08/23/1988

CARILLON INVESTMENTS, INC.

NA

12/07/1985 - 08/22/1988

INVESTORS SECURITY COMPANY, INC.

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Licenses & Designations

BOTH

Issued 10/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

BC

Issued 11/18/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Earl (nmn) Stewart. Review regulatory record here.
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