Advisor at StoneX Advisors Inc.
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.
Offered for Financial Consulting services at fixed fees; specific amounts not stated in brochure
$0 - $249,999: 0.80% (American Funds F2 Platform tier) $250,000+: 0.55% (American Funds F2 Platform tier)
Offered for Financial Consulting services at hourly rates; specific rates not stated in brochure
Account minimum: $5,000 (minimum account value below which advisory agreements may be terminated); specific minimums vary by service (e.g., $50,000 for Advisor as Portfolio Manager service, $25,000 for Advisor as Financial Consultant service, $10,000 to $100,000 for various StoneX Model Solutions, $100,000 for Separate Account Managers and Model Portfolio Providers, $10,000 for Fund Strategists, $250 per fund for American Funds F2 Platform) Minimum fee: Minimum Management Fee of 0.10% or $200 annually (whichever is greater) per Advisory Account; $300 minimum fee for UMA accounts
StoneX Securities Inc.
2019 - Present (7 years)
StoneX Advisors Inc.
2019 - Present (7 years)
Murphys Business Association
2017 - 2018 (1 year)
Central Sierra Economic Development District
2016 - 2018 (2 years)
Calaveras County Commission on Aging
2016 - 2017 (1 year)
Calaveras County Economic Development Company
2016 - 2017 (1 year)
Brian J Tewksbury Insurance
2014 - Present (12 years)
Quest Capital Strategies, Inc.
2013 - 2019 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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