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Philip Charles Stone

LPl Financial LLC

Lexington, MA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2005-07-18
  • MA RA
    APPROVED_RES
    Since 2005-07-18

Branch Locations

57 Bedford Street Ste 225, Lexington, MA 02420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stone & Company, P.C. Lexington MA 08/1987 Present
Lpl Financial Fort Mill SC 02/2005 Present
  • 08/1987 → Present
    Stone & Company, P.C.
    Lexington, MA
  • 02/2005 → Present
    Lpl Financial
    Fort Mill, SC
Other Businesses

3/3/05 - STONE ACQUISITIONS GROUP, LLC. LISTS BUSINESSES FOR SALE OR BUYER REPRESENTATION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-03
  • S65 Uniform Investment Adviser Law Examination
    2002-01-03
Other Names
  • Philip Charles Stone

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · LEXINGTON, MA
OUELLETTE WEALTH ADVISORY LLC · LEXINGTON, MA
HIGHTOWER ADVISORS, LLC · Lexington, MA
HIGHTOWER ADVISORS, LLC · Lexington, MA
STREET SMART FINANCIAL, LLC · LEXINGTON, MA
LPL FINANCIAL LLC · LEXINGTON, MA
COMMONWEALTH FINANCIAL NETWORK · LEXINGTON, MA
HARDER MANAGEMENT COMPANY, INC. · LEXINGTON, MA

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