Audie Rea is a registered investment advisor at Stonex Advisors INC., based in Madison, MS, with 41 years of industry experience. Audie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
513 Cobblestone Ct, Suite 2, Madison, MS, 39110
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2016Customer Dispute
October 2001Customer Dispute
September 1989Other Business Activities
Audie is the president and owner of Pinetucky Farms, a non-investment related farming business. He spends about a quarter of his time on decision-making and running farm equipment.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
SA Stone Investment Advisors INC.
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Bancorpsouth Investment Services, INC.Broker
Bancorpsouth Investment Services, INC.
Sterne, Agee & Leach, INC.Broker
Birchtree Financial Services, INC.Broker
Progressive Capital Securities CorporationBroker
Prudential-Bache Securities INC.Broker
E. F. Hutton & Company INCBroker
J.C. Bradford & CO.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.