SM
Shon Mcclung
CAPSTONE WEALTH ADVISORS
ANDALUSIA, AL 36420
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CRD#: 7681864
SM
Professional summary
Shon Mcclung is a registered financial advisor currently at CAPSTONE WEALTH ADVISORS, LLC located in Andalusia, Alabama.
Shon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Shon has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
-an accountant with White, McClung, and Barber, LLC -independent licensed insurance agent -partner in a small business that manages rental properties
CRS (Client Relationship Summary) - RIA
Click below to view Shon Mcclung's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 4, 2024 - Present
CAPSTONE WEALTH ADVISORS, LLC
Office #1: 218 South Three Notch St, Andalusia, AL 36420RIA
CRD#: 332360
ANDALUSIA, AL
Past
March 2, 2023 - September 3, 2024
PREVETT FINANCIAL
RIA
CRD#: 307753
Andalusia, AL
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.Highlighted states indicate IAR registrations
IAR
Alabama(9/4/2024)
IAR
Florida(9/10/2024)
Exams
Current Firm
CW
CAPSTONE WEALTH ADVISORS, LLC
CAPSTONE WEALTH ADVISORS, LLC | PROVIDENCE FINANCIAL CONSULTING, LLC
CRD#: 332360 / SEC#:
Alabama
Registered Investment Advisory firm - (9/4/2024 Approved)Florida
Registered Investment Advisory firm - (9/10/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
218 South Three Notch St, Andalusia, AL 36420
Mailing Address
Phone number
(334) 488-0532
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 4,684,438 |
Red Flags
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