Paul Floyd Stone
Investment adviser representative at Genesis Wealth Advisors, LLC
14 yearsExperience
2 statesRegistered in
$200.1MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Genesis Wealth Advisors, LLCJul 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MA, ME).
Genesis Wealth Advisors, LLC
$200.1MAssets managed
231Clients
6Advisers
15 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
- 3228094
- Firm CRD
- 158388