William Stack, financial advisor Salem MO

William Stack

CRD Number: 2288842
Current Firm: American Elite Advisory

William Stack (CRD# 2288842) is an Investment Advisor Representative working at American Elite Advisory in Salem, MO and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
American Elite Advisory Dallas, TX Aug 2022 - Current 1
H&r Block Business Services Salem, MO Feb 2010 - Current 14
Stack Financial Services Salem, MO Jan 2001 - Current 23
Salem Full Gospel Church Salem, MO Sep 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S65 NASAA Investment Advisors Law Examination May 2022
Contact Info for William A. Stack
Phone Number: 972-437-8960
Registered State(s):
  • MO
Current Firm Details
American Elite Advisory
Firm's CRD Number: 212513
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $135,271
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MO, TX, VA

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