Stacy Eaton, financial advisor Gainesville GA

Stacy Eaton

CRD Number: 2368176
Current Firm: Capital Square, LLC

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.

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Professional Designations
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
Contact Info for Stacy W. Eaton
Phone Number: 423-877-6708
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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