Stephanie Bacak
CRD Number: 2506003Current Firm: Capstone Global Advisors, LLC
Compensation Model: Fee Only
CRD# 4072761
Ameriprise Financial Services, LLC
CRD# 6415371
Independent Advisor Alliance, LLC
CRD# 6055443
Lpl Financial LLC
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 |
- AL
- GA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$96,938
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, GA
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