Larry David Alderson
Investment adviser representative at Stone House Investment Management, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$841.7MFirm assets
Are you Larry David Alderson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Stone House Investment Management, LLCSep 2023 to now
- LPL Financial LLCMar 2023 to Sep 2023
- Cetera Investment Advisers LLCJan 2014 to Mar 2023
- Cetera Investment Services LLCOct 2011 to Mar 2023
- C&n BankSep 1999 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (PA).
Stone House Investment Management, LLC
$841.7MAssets managed
1,171Clients
19Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2924528
- Firm CRD
- 139410