Justin
Stone
Geneos Wealth Management, Inc
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About this Advisor
Justin Stone is a financial advisor based in Radford, Virginia, working with Geneos Wealth Management, Inc. Justin has previously held positions at Geneos Wealth Management, Plott & French Financial Advisors, Rolling Hills Farm, Virginia Tech, and Geneos Wealth Management Inc. Justin has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Justin is part of Geneos Wealth Management, Inc, which operates out of Radford, Virginia. The firm has 116 offices and 200 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Geneos Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,163,064,970
200
21,980
$234,898
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Justin Stone Work History
Geneos Wealth Management Inc
Plott & French Financial Advisors
Geneos Wealth Management
Plott & French Financial Advisors
Virginia Tech
Rolling Hills Farm
Disclosures
Please visit the SEC profile of Justin Stone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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