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John Stovall

Advisor at Cetera

Updated today

Location

Clifton, TX

Credentials

PFS™, Series 63

Industry experience

39 years

About

John Stovall is a financial advisor at Cetera with 39 years of industry experience. He holds the PFS™ and Series 63 designations and has a background that includes ownership and management of several accounting and fiduciary-related businesses. Outside of his advisory role, he serves as treasurer for the Irving Police Foundation, the Lake Whitney Board of Tourism, and Rotary International Bosque County. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Client services

Based on Cetera

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

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Clifton, TX

Most active in

Texas

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Michael P Dearing Jr Irrv TR

2013 - Present (13 years)

Mark C Dearing Irrv Tr

2013 - Present (13 years)

Fudiciary trust

2009 - Present (17 years)

John William Stovall CPA P.C.

2009 - Present (17 years)

Avantax Advisory Services

2007 - 2025 (18 years)

Avantax Investment Services, Inc.

2007 - 2025 (18 years)

100 Ave G. Inc.

2007 - Present (19 years)

Crawford-Stovall, Ltd

2007 - Present (19 years)

Clifton Office Building, Ltd

2007 - Present (19 years)

Rivet Store Inc.

2006 - Present (20 years)

Accountants Resource Group, Ltd.

2006 - Present (20 years)

Three Professionals, Inc.

2006 - Present (20 years)

Eagle Eye Real Estate Inspections Inc.

2006 - Present (20 years)

Aspen Rivet Inc.

2005 - Present (21 years)

Harvey Professional Building

2001 - Present (25 years)

John William Stoval & Co., P.C.

1991 - Present (35 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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Laura M

Series 63, Series 65

Cranfills Gap, TX

Fidelity

Laura Mccallum is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, with prior experience at Wells Fargo Clearing and Wells Fargo Bank. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and actively manages oversight of affiliated and unaffiliated sub-advisers.

Charitable giving & philanthropy Active portfolio management
user avatar

Stuart R

Series 63, Series 65

Whitney, TX

Mass Mutual Investors Services

Stuart Romal is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses and 39 years of industry experience. He has worked with MML Investors Services, Inc. since 1990 and MassMutual since 1989. Outside of his advisory role, he is the owner of Grandpa Roscoe's Greenhouse LLC, a nursery and greenhouse business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-driven planning and offers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced

Kenneth M

Series 66

Clifton, TX

Edward Jones

Kenneth Mills is a Series 66 certified financial advisor with Edward Jones, where he has worked since 2010, bringing 15 years of industry experience. He is based in Clifton, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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