Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Charles Stone is an investment advisor representative with LPL Financial LLC. Philip has been in the industry since August 1987. Philip's office is located in LEXINGTON, MA and is registered in the state of Massachusetts. Philip has a Series 65 license, which is the Uniform Investment Adviser Law Examination. Philip is also active in the state of Massachusetts as an Investment Advisor Representative. Philip has been registered with LPL Financial LLC since February 2005 and has been active in the state of Massachusetts as an Investment Advisor Representative. Philip also holds a Series 65 license. Philip also owns and operates Stone Acquisitions Group, LLC, which lists businesses for sale or buyer representation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MA
07/18/2005 - Present
LPL Financial LLC (LEXINGTON MA)
IA
Issued 01/03/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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