Stacy Eaton (CRD# 2368176) is an Investment Advisor Representative working at Capital Square, LLC in Gainesville, GA and has over 30 years of experience in the finance industry. Stacy Eaton 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1742325
Edward Jones
CRD# 3154271
Morgan Stanley
CRD# 4804085
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bellwether Investment Group, LLC | Gainsville, GA | Feb 2011 - Jan 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
- GA
-
Total Assets Under Management302MILLIONS
-
Total Number of Accounts597ACCOUNTS
-
Average Account Value$505,620
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AR, AZ, FL, GA, LA, MS, TN, TX
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