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Lawrence Alan Stack

STACK WEALTH MANAGEMENT
PERRY, GA
·CRD# 2550460·31 years experience

Professional Summary

Lawrence Alan Stack, who also goes by Larry Stack, is a registered financial advisor currently at STACK WEALTH MANAGEMENT, LLC located in Perry, Georgia. Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Lawrence has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Larry Stack

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

STACK WEALTH MANAGEMENT, LLC·CRD# 284160
RIA
Perry, GA
March 23, 2026 - Present
STACK WEALTH MANAGEMENT, LLC·CRD# 284160
RIA
Atlanta, GA
September 15, 2016 - December 31, 2025
ASSET MANAGEMENT STRATEGIES, INC.·CRD# 135173
RIA
Suwanee, GA
April 22, 2016 - July 26, 2016
QUESTAR ASSET MANAGEMENT, INC.·CRD# 133358
RIA
Morgan Hill, CA
June 17, 2011 - October 9, 2015
QUESTAR CAPITAL CORPORATION·CRD# 43100
BD
Morgan Hill, CA
June 16, 2011 - October 9, 2015
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
RIA
Morgan Hill, CA
November 15, 2007 - June 29, 2011
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Morgan Hill, CA
August 22, 2007 - June 29, 2011
SECURITIES AMERICA, INC.·CRD# 10205
BD
Morgan Hill, CA
May 15, 1996 - August 28, 2007
INTERFIRST CAPITAL CORPORATION·CRD# 7659
BD
Los Angeles, CA
December 21, 1994 - May 20, 1996

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Current Firm

SW
STACK WEALTH MANAGEMENT, LLC

STACK WEALTH MANAGEMENT | STACK WEALTH MANAGEMENT, LLC

CRD#: 284160
Georgia
Registered Investment Advisory firm - Georgia (3/23/2026 Approved)

Contact Information

Main Address

Perry, GA

Phone Number

(408) 916-7905

# of Employees

1

Documents

Latest Form ADV

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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.

(1) AV DOCTOR, LLC. 596 CARL VINSON PKWY, WARNER ROBINS, GA 31088. NATURE OF BUSINESS: HVAC. TITLE: MEMBER. START: 05/01/2023. HOURS/MONTH: 30-40. HOURS DURING SECURITIES TRADING HOURS: ZERO. DUTIES: RECORDKEEPING.
(2) INDEPENDENT INSURANCE AGENT. NATURE: SALES AND SERVICE. INVESTMENT RELATED: YES. NUMBER OF HOURS: 2. SECURITIES TRADING HOURS: 0. START DATE: 06/16/2011. DESCRIPTION: OFFERING LIFE insurance PRODUCTS and annuities.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Georgia
(3/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2007About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1994About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Alan Stack's CRS (Customer Relationship Summary).

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