Thomas
Stone
Box Financial Advisors, LLC
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About this Advisor
Thomas Stone is a financial advisor based in Grapevine, Texas, working with Box Financial Advisors, LLC. Thomas has previously held positions at Lithia Motors, Inc, Standing Stone Brewing Company, Southern Oregon University, Morgan Stanley, Morgan Stanley Private Bank, N.A, Box Financial Advisors, and Box Insurance Agency, Inc. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Thomas is part of Box Financial Advisors, LLC, which operates out of Grapevine, Texas. The firm has 3 employees and manages assets totaling $96.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Box Financial Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Box Financial Advisors, LLC Brokerage Details
$96,509,015
3
595
$162,200
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Thomas Stone Work History
Box Financial Advisors
Box Insurance Agency, Inc
Morgan Stanley
Morgan Stanley Private Bank, N.A
Lithia Motors, Inc
Southern Oregon University
Standing Stone Brewing Company
Southern Oregon University
Disclosures
Please visit the SEC profile of Thomas Stone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Box Financial Advisors, LLC
Grapevine, TX
Grapevine, TX
Grapevine, TX
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