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Evan Boling

Advisor at StoneX Advisors Inc.

Updated today

Location

London, KY

Credentials

CFP®, Series 63, Series 66

Industry experience

3 years

About

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.

Client services

Based on StoneX Advisors Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Financial consulting services

Expertise

Based on StoneX Advisors Inc.

ESG / Sustainable investing

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Fee options

Fixed

Offered for Financial Consulting services at fixed fees; specific amounts not stated in brochure

Percentage

$0 - $249,999: 0.80% (American Funds F2 Platform tier) $250,000+: 0.55% (American Funds F2 Platform tier)

Project-based

Offered for Financial Consulting services at hourly rates; specific rates not stated in brochure

Other

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

Location

London, KY

Most active in

Kentucky · Pennsylvania

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David W

Series 63, Series 65

London, KY

SPC

David Walters is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sigma Planning Corporation, Parkland Securities LLC, OneAmerica Securities, and Foresters Equity Services. In addition to his advisory role, Walters is president of Cardinal Insurance & Financial Services Inc., where he manages a fixed insurance business focused on group and individual medical, life, disability, dental, and vision insurance, as well as Medicare supplement policies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing discretionary and nondiscretionary strategies tailored to client suitability.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Series 63, Series 65

Corbin, KY

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Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

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London, KY

Edward Jones

Jonathon Hibbard is a financial advisor with Edward Jones in London, KY, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is an author and has published a book available as an e-book on Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

General estate planning guidance Multi-generational wealth transfer Inheritance planning Wealth management Doctor or Medical Professional

Joshua C

Series 63, Series 66

Corbin, KY

Edward Jones

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Tabitha E

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London, KY

Edward Jones

Tabitha Elam is a financial advisor with Edward Jones in London, Kentucky. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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Raleigh R

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London, KY

Cambridge Investment Research Advisors

Raleigh Ryser III is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously spent 12 years at Securities Service Network, Inc. Ryser serves as a board member of the Laurel County Public Library and holds a role as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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