Michael Louis Stone

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 11/2018
  Lpl Financial Llc
  Carrollton, GA
• 12/2013 → 11/2018
  Ifg Advisory, Llc Dba Milestone Investment Management, Llc
  Carollton, GA
• 07/2010 → Present
  Milestone Investment Management, Llc
  Carrolton, GA
• 11/2018 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2014-01-07 → 2018-12-10
  Ifg Advisory, Llc
  Carrollton, GA
  Atlanta, GA
• 2014-01-07 → 2014-08-28
  Ifg Advisory, Llc
  Atlanta, GA
• 2010-08-02 → 2014-01-21
  Independent Financial Partners
  Carrollton, GA
• 2008-01-25 → 2010-06-24
  Edward Jones
  Carrollton, GA

Other Businesses

1.Fixed insurance sales; as of 11/26/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner of operating company which facilitates securities, advisory, and insurance business. 3. Owner, Milestone Holdings, LLC, an entity created for the purpose of managing residential and commercial property located at 551 Newnan Street and 160 Watson Street, Carrollton, GA 30117, as of 08/01/2015; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-23
• S63 Uniform Securities Agent State Law Examination
  1998-01-21