David Stone
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Seneca, SC 29678
Credentials
CFP®, Series 63, Series 66
Industry experience
20 years
Expertise
College savings (529s, UTMA, etc.)
Retirement income strategy
General retirement planning
Wealth management
General estate planning guidance
Work history
Edward Jones
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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