RS
Robert W. Stone
BULLSEYE INVESTMENT MANAGEMENT
HURRICANE, WV 25526
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CRD#: 7169133
RS
Professional summary
Robert Wilford Stone is a registered financial advisor currently at BULLSEYE INVESTMENT MANAGEMENT, LLC located in Hurricane, West Virginia.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Robert has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Staff Pharmacist for Costco. Not investment related. Part time. retail pharmacy. start date 10/2013. 8 hours a month, on Saturdays, no current hours during trading hours of exchanges.
store address:
520 Norton Healthcare BLVD
Louisville, KY 40241
responsibilities included filling medication prescriptions.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Wilford Stone's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 21, 2019 - Present
BULLSEYE INVESTMENT MANAGEMENT, LLC
Office #1: 101 Carriage Way Suite 202, Hurricane, WV 25526RIA
CRD#: 145158
HURRICANE, WV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BULLSEYE INVESTMENT MANAGEMENT, LLC
BULLSEYE INVESTMENT MANAGEMENT | BULLSEYE INVESTMENT MANAGEMENT, LLC
CRD#: 145158 / SEC#: 801-121159
RIA
Registered Investment Advisory firm - (5/7/2021 Approved)Indiana
Registered Investment Advisory firm - (5/13/2021 Terminated)Kentucky
Registered Investment Advisory firm - (5/14/2021 Terminated)Ohio
Registered Investment Advisory firm - (5/13/2021 Terminated)West Virginia
Registered Investment Advisory firm - (5/13/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kentucky(8/21/2019)
Current Firm
BI
BULLSEYE INVESTMENT MANAGEMENT, LLC
BULLSEYE INVESTMENT MANAGEMENT | BULLSEYE INVESTMENT MANAGEMENT, LLC
CRD#: 145158 / SEC#: 801-121159
RIA
Registered Investment Advisory firm - (5/7/2021 Approved)Indiana
Registered Investment Advisory firm - (5/13/2021 Terminated)Kentucky
Registered Investment Advisory firm - (5/14/2021 Terminated)Ohio
Registered Investment Advisory firm - (5/13/2021 Terminated)West Virginia
Registered Investment Advisory firm - (5/13/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4100 Executive Park Drive Suite 210, Cincinnciati, OH 45241
Mailing Address
Phone number
(513) 774-3325
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,561 |
| AUM (Assets Under Management) | $ 191,849,624 |
Red Flags
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Company Information
BULLSEYE INVESTMENT MANAGEMENT, LLC
CRD#: 145158Hurricane, WV 25526TRUST BUT VERIFY
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