Evan Boling
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.
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.
Location
London, KY
Credentials
CFP®, Series 63, Series 66
Industry experience
3 years
Evan Boling is a CFP® professional with three years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. in Blue Bell, PA. Prior to joining StoneX, he worked at LPL Financial and Northwestern Mutual, gaining experience across multiple roles. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon, to implement tailored investment strategies.
Based on StoneX Advisors Inc.
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
London, KY
Kentucky · Pennsylvania
StoneX Advisors Inc
2025 - Present (1 year)
StoneX Securities Inc
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
LPL Financial
2024 - 2024 (1 year)
Unemployed
2024 - 2024 (1 year)
Northwestern Mutual Investment Services LLC
2021 - 2024 (3 years)
Harry Mentonis
2021 - 2024 (3 years)
Gary Bradford
2021 - 2024 (3 years)
Northwestern Mutual Life Insurance Company
2021 - 2021 (1 year)
Northwestern Mutual Wealth Management Company
2021 - 2021 (1 year)
Student
2017 - 2021 (4 years)
Student
2013 - 2017 (4 years)
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