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Steven Stone

Advisor at LPL Financial

Updated today

Location

Big Spring, TX 79720

Credentials

CFP®, Series 63

Industry experience

36 years

About

Steven Stone is a CFP® with 36 years of experience in financial services. He is currently with LPL Financial and has previously worked at Avantax Advisory Services and Hall Family Trust. He has maintained a long-standing CPA practice and runs a non-variable insurance business. Steven also holds a notary commission. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1810 E Fm 700

Big Spring, TX 79720

Most active in

Texas

Work history

LPL Financial, LLC

2021 - Present (5 years)

Hall Family Trust

2018 - 2021 (3 years)

Avantax Advisory Services

1993 - 2021 (28 years)

Stone Insurance

1993 - Present (33 years)

Avantax Investment Services, Inc.

1989 - 2021 (32 years)

Steven Stone CPA

1984 - Present (42 years)

Disclosures

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

Business activities & affiliations

user avatar

Theresa M

Series 63, Series 65

Big Spring, TX

Packerland Brokerage Services, Inc.

Theresa Manderski is a financial advisor at Packerland Brokerage Services, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Davenport & Company LLC for ten years. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access, offering both discretionary and non-discretionary account management through various platforms including Hilltop/Envestnet. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
user avatar

Matthew T

Series 66

Big Spring, TX

LPL Enterprise

Matthew Tompkins is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and Pruco Securities LLC and has experience in education and retail. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner

Jimmy N

Series 63, Series 66

Big Spring, TX

Edward Jones

Jimmy Newsom is a financial advisor with Edward Jones in Big Spring, TX, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has been with Edward Jones since 1996. Outside of advisory work, he is involved as a limited partner in farm subsidy-related ventures and land investment partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors nationwide and reported approximately $1.01 trillion in assets under management.

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

Troy T

Series 63, Series 65

Big Spring, TX

LPL Enterprise

Troy Tompkins is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a local elected official on the Big Spring, TX City Council and is the membership chair for the Greater Big Spring Rotary Club. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with advice built around model portfolios and discretionary implementation through affiliated programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner

Jeremy H

Series 66

Big Spring, TX

Edward Jones

Jeremy Hallmark is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Hardin-Simmons University. Outside of his advisory role, he works seasonally installing Christmas lights for his family’s business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Garrett G

Series 66

Big Spring, TX

Raymond James Financial

Garrett Gunn is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and in various roles outside the financial sector. Gunn serves on the advisory board for Coahoma Independent School District and is an officer and treasurer for the nonprofit Kort's Corner. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes tailored financial plans and investment recommendations, often serving in an advisory capacity rather than as a delegated manager.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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