Stephanie B. Bacak
Professional summary
Stephanie Bunn Bacak, CFP®, who also goes by Stephanie Leigh Bacak, Stephanie Leigh Bunn, Stephanie Leigh Dial, is a registered financial advisor currently at CAPSTONE GLOBAL ADVISORS, LLC located in Wedowee, Alabama.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Stephanie has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Bunn Bacak's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1998
Experience
September 14, 2015 - Present
CAPSTONE GLOBAL ADVISORS, LLC
Office #1: 23 N Main Street, Wedowee, AL 36278August 6, 1998 - November 17, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 2, 1998 - July 30, 1998
INVEST FINANCIAL CORPORATION
August 1, 1996 - January 26, 1998
RAYMOND JAMES & ASSOCIATES, INC.
August 25, 1994 - March 6, 1995
REGIONS INVESTMENT COMPANY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2023)
(9/14/2015)
Exams
Current Firm
CAPSTONE GLOBAL ADVISORS, LLC
CRD#: 277104 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 7,841,280 |
Red Flags
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Company Information
CAPSTONE GLOBAL ADVISORS, LLC
CRD#: 277104Wedowee, AL 36278TRUST BUT VERIFY
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