Steven Stack (CRD# 4639863) is an Investment Advisor Representative working at Highland Capital Management, LLC in Lake Mary, FL and has over 20 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highland Capital Management, LLC | Memphis, TN | Apr 2015 - Current | 9 |
| Icc Capital Management, Inc. | Orlando, FL | Oct 2001 - Mar 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2003 |
- FL
-
Total Assets Under Management3,410MILLIONS
-
Total Number of Accounts1,038ACCOUNTS
-
Average Account Value$3,285,019
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, CA, CO, FL, GA, LA, MS, NY, PA, TN, TX
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