Joseph Stack is a CFP-designated registered investment advisor, based in Frisco, TX, with 32 years of industry experience.
Location
Frisco, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph formed Joe Stack Consulting, Inc. in 2019 for tax purposes, with no client involvement. Joseph also engages in outside non-variable insurance sales (health, life, term, LTC, whole, etc.) as an agent since 2021, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
World Investments, LLC
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Capfinancial Securities, LLC.Broker
Independent Financial Partners
360 Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Olde Discount CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.