Stephanie Bacak, financial advisor Wedowee AL

Stephanie Bacak

CRD Number: 2506003
Current Firm: Capstone Global Advisors, LLC
Compensation Model: Fee Only
Stephanie Bacak (CRD# 2506003) is an Investment Advisor Representative working at Capstone Global Advisors, LLC in Wedowee, AL and has over 28 years of experience in the finance industry. Stephanie Bacak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Capstone Global Advisors, LLC Wedowee, AL Aug 2015 - Current 8
Packback Inc. Peachtree City, GA Jul 2009 - Dec 2021 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Stephanie L. Bacak
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $96,938
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, GA

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