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James S
CFP®, Series 66
McComb, MS
LPL Financial
James Stone III is a CFP® professional with 27 years of experience in the financial industry. He has been with LPL Financial since 2018 and previously worked at Cetera Advisors LLC for five years. Stone is also involved in a separate financial planning business operating under the name Legacy Investments and Financial Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology, providing both discretionary and non-discretionary portfolio management.
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