TrueAdvisor
TrueAdvisor
AB
AB

Alison J Brown

Stonex Advisors INC.
4 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate Planning
Stonex Advisors INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
250 advisors
Number of Clients
9,894 clients
Average Client Portfolio
$456K average
Assets Under Management
$4.5B

Fee Structure

Minimum Annual Fee:$200

Location

2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stonex Advisors INC.
September 2022 - Present · 3 yrs 5 mos
Stonex Securities INC.Broker
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Three Chopt Financial Planning, LLC
April 2017 - July 2018 · 1 yr 3 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.