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Lawrence A. Stack

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CRD#: 2550460
LS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lawrence Alan Stack, who also goes by Larry Stack, was a registered financial professional .

Lawrence is a previously registered financial professional and started their career in finance in 1994. Lawrence had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Larry Stack

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 15, 2016 - December 31, 2025

STACK WEALTH MANAGEMENT, LLC

RIA
CRD#: 284160
ATLANTA, GA
Past

April 22, 2016 - July 26, 2016

ASSET MANAGEMENT STRATEGIES, INC.

RIA
CRD#: 135173
Suwanee, GA
Past

June 17, 2011 - October 9, 2015

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
MORGAN HILL, CA
Past

June 16, 2011 - October 9, 2015

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MORGAN HILL, CA
Past

November 15, 2007 - June 29, 2011

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
MORGAN HILL, CA
Past

August 22, 2007 - June 29, 2011

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
MORGAN HILL, CA
Past

May 15, 1996 - August 28, 2007

SECURITIES AMERICA, INC.

BD
CRD#: 10205
MORGAN HILL, CA
Past

December 21, 1994 - May 20, 1996

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/2/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SW
STACK WEALTH MANAGEMENT, LLC
STACK WEALTH MANAGEMENT | STACK WEALTH MANAGEMENT, LLC

CRD#: 284160 / SEC#:

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Contact information


Main Address
2124 Cheshire Bridge Rd Ne #5306, Perry, GA 30324
Mailing Address
Phone number
(408) 916-7905
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STACK WEALTH MANAGEMENT, LLC

CRD#: 284160

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