William Orlando Stone

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2009 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2014 → Present
  Efp Advisors Inc D/B/A W. O. Stone Advisors
  Jackson, MS
• 03/2024 → Present
  Waverly Advisors, Llc
  Ridgeland, MS

Previous Registrations

• 2014-01-10 → 2024-05-07
  Efp Advisors
  Jackson, MS
• 2010-01-05 → 2014-04-01
  Cs Planning Corp
  Portland, OR
• 2009-03-31 → 2009-12-23
  Cs Planning Corp
  Portland, OR
• 2006-06-08 → 2009-03-17
  Stanford Group Company
  Jackson, MS
• 1999-04-19 → 2006-06-27
  Efp Wealth Management
  Jackson , MS

Other Businesses

1) EFP ADVISORS DBA W.O STONE ADVISORS. INVESTMENT RELATED. RIA. 1501 LAKELAND DRIVE, SUITE 250, JACKSON, MS 39216. INVESTMENT ADVISOR REPRESENTATIVE. 01/2014. 120 HRS/MO. INVESTMENT ADVISOR SERVICES AND FINANCIAL PLANNING. 2) FIXED INSURANCE BUSINESS; INVESTMENT RELATED; 1501 LAKELAND DRIVE, SUITE 250, JACKSON, MS 39216; REPRESENTATIVE; 10/12/2010; NO SET NUMBER OF HOURS, SERVICES PROVIDED AS A PART OF OVERALL PRACTIVE; 0 HOURS DURING SECURITIES HOURS; PROVIDE INSURANCE ADVICE AND PRODUCT TO CURRENT FINANCIAL PLANNING CLIENTS. 3) PKS Financial Services. Investment Related. 80 State St, Albany, NY 12207. Fixed Insurance. Agent. 10/2016. 5 Hrs/Mo; All During Trading Hours. Offer Fixed Insurance Solutions to Clients. 4)PRESBYTERIAN CHURCH IN AMERICA FOUNDATION; INVESTMENT RELATED; 1700 NORTH BROWN ROAD STE 103 LAWRENCEVILLE, GA 30043; BOARD MEMBER; 03/2018; 4 HOURS/MONTH; 0 HOURS/MONTH; ATTEND TWO BOARD MEETINGS PER YEAR, THE FOUNDATION ACTS AS A FUNDING CONDUIT FOR THE OPERATION OF VARIOUS AGENCIES, ACTIVITIES AND MISSIONARIES OF THE DENOMINATION

Exams

• S66 Uniform Combined State Law Examination
  2005-01-20
• S63 Uniform Securities Agent State Law Examination
  1995-08-30

Other Names

• Bill Stone
• William O Stone