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Timothy Blaine Stone

Advisor at First Advisors National, LLC — Winfield, WV

Updated today

Credentials

Series 65

Experience

16 years

Location

Winfield, WV 25213

First Advisors National, LLC logo

First Advisors National, LLC

Multi-team

Total advisors

78

Across 72 offices

Clients per advisor

62 Typical

Avg AUM per client

$104,132 Very Low

HNW client ratio

0% Very Low

About

Timothy Stone is a financial advisor at First Advisors National, LLC with 16 years of industry experience. He holds a Series 65 designation and has been associated with Cherry Investment Advisors, Ltd. since 2010. In addition to his advisory role, he works as a life insurance agent in West Virginia. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on third-party money manager selection and offering investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

Client services

Based on First Advisors National, LLC

Financial planning Portfolio management Selection of other advisers Retirement planning consultations

Expertise

Based on First Advisors National, LLC

Passive / index investing

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Fee options

Percentage

Up to 1.85% annually

Subscriptions

Pontera platform subscription fee (amount not specified)

Location

See office

Winfield, WV

Po Box 627

Winfield WV 25213

Advisors at this office

1

Most active in

West Virginia

Work history

16 years of industry experience

Cherry Investment Advisors, Ltd. (149347)

2010 - Present • 16 years

Dallas, TX

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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Angela B

Series 65

South Charleston, WV

Global Freedom Financial LLC

Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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James M

Series 66

Hurricane, WV

McKee Wealth Management

James Mckee is a financial advisor with McKee Wealth Management in Hurricane, WV, holding a Series 66 designation and 18 years of industry experience. He has worked at Southeast Investments, N.C. Inc., First Summit Financial, and has been involved with McKee & Associates, LLC since 2007. Mckee serves as a board member of the Home Builders Association of Greater Charleston. McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals, families, and institutional clients including corporate pension and retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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John A

Series 66

Hurricane, WV

JA Investment Management, LLC

John Arthur is the sole advisor at JA Investment Management, LLC in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience. Prior to founding his firm in 2005, he worked at Ferris, Baker Watts, Inc. He is also the owner and head instructor of Relson Gracie Jiu Jitsu of WV and operates a lifestyle brand called Abstrakt Lifestyle. JA Investment Management serves individual investors and 401(k) plans by offering private asset management, plan management, and investment education. The firm uses both fundamental and technical analysis to tailor strategies to clients, maintaining most accounts on a non-discretionary basis and providing services that include institutional retirement and pension plan management.

Passive / index investing
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Eric A

CFP®, Series 63, Series 65

South Charleston, WV

Retirement Planning Consultants Inc

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Megan W

Series 65

Hurricane, WV

Ironwood Wealth Management, Inc.

Megan Watterson is a financial advisor at Ironwood Wealth Management, Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Kanawha County Courthouse and took an extended travel break before joining Ironwood. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a range of asset-allocation strategies supported by fundamental, technical, and quantitative analysis, with investment implementation focused on mutual funds and exchange-traded funds.

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting Retired Founder/Business Owner
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John W

Series 63, Series 65

Hurricane, WV

Ironwood Wealth Management, Inc.

John Williams is a financial advisor at Ironwood Wealth Management, Inc. with 23 years of industry experience. He has been with Ironwood Wealth Management since 2001. Outside of his advisory role, he is involved in managing a building through J&T, LLC. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on portfolio management, financial planning, and retirement-plan consulting using a range of asset-allocation strategies supported by fundamental, technical, and quantitative analysis.

General retirement planning Retirement income strategy Wealth management Cash flow / budgeting Retired Founder/Business Owner
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