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Steven Stone
Financial advisor at LPL Financial
Steven Stone has worked in the financial industry for 37 years and is a financial advisor based in Big Spring, Texas. Steven has been with LPL Financial since 2021; before that, Steven spent 20 years at Avantax Advisory Services. Steven holds the CFP® designation.
At a glance
Experience37 years (since 1989)
How that compares ?Top advisor by experience in Big Spring
Office1810 E FM 700, Big Spring, TX 79720
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2001 – 2021Avantax Advisory ServicesPreviously
Contact Steven
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Steven. 1810 E FM 700Big Spring, TX 79720Office · Get directions Facebook pageLPL Financial
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Steven
How do I contact Steven?
Call LPL Financial at (704) 733-3300 and ask for Steven Stone. Steven works from the Big Spring, TX office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1989, about 37 years. Top advisor by experience in Big Spring.
What licenses does Steven hold?
Series 63. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Steven paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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