Rebecca Elizabeth Stone
Investment Adviser Representative at BALENTINE
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rebecca Elizabeth Stone has worked in the securities industry since 2005. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Georgia.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $5 Million | 1.00% |
| Next $7.5 Million | 0.75% |
| Next $10 Million | 0.60% |
| Next $10 Million | 0.50% |
| Next $25 Million | 0.40% |
| Next $25 Million | 0.30% |
| Next $17.5 Million | 0.25% |
| Next $150 Million | 0.20% |
| Over $250 Million+ | 0.15% |
Firm-stated minimum; may be waived at the firm's discretion.
Balentine Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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