Timothy Stone has been an investment adviser representative at First Advisors National since January 2013, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
Timothy Stone’s longest registration is the current one, 13 years at First Advisors National since 2013. Before joining First Advisors National in 2013, Timothy Stone was registered through Cherry Investment Advisors, LTD.
- First Advisors National, LLCCurrent– present · 13 yearsWinfield, WV · Adviser representative · Firm CRD 166212
- Cherry Investment Advisors, LTD.– · 2 yearsDallas, TX · Adviser representative · Firm CRD 149347
Investment adviser representative registrations
Timothy Stone is registered as an investment adviser representative in West Virginia, since January 2013.
- West VirginiaSince 10 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Blaine Stone
- CRD
- 5755448
- Firm
- First Advisors National · CRD 166212
- Office
- PO Box 627, Winfield, WV 25213
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Timothy Stone work?
Timothy Stone is an investment adviser representative registered through First Advisors National, LLC since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Stone a financial advisor?
Yes. Timothy Stone has a current investment-adviser registration in West Virginia, through First Advisors National since January 2013.
How many years of experience does Timothy Stone have?
Timothy Stone has 16 years in the financial industry, since February 2010, across 2 adviser firms.
What exams has Timothy Stone passed?
Timothy Stone passed the Series 65 in December 2009.
Where did Timothy Stone work before First Advisors National?
Before First Advisors National, Timothy Stone was registered through Cherry Investment Advisors, LTD., February 2010 to December 2012.
Where is Timothy Stone based?
Timothy Stone’s registered office is in Winfield, WV.
Is Timothy Stone registered with FINRA?
No. Timothy Stone has no current broker registration.
How can I verify Timothy Stone’s record?
Search CRD 5755448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Stone’s full registration record.
