LS
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Lawrence Stack
30 Years of Experience
Perry, GA
2 Disclosures
Lawrence Stack is a registered investment advisor at Stack Wealth Management, LLC, based in Perry, GA, with 30 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Insurance Planning, Retirement Planning. Their firm serves 15 clients.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Perry, GA
Get directionsHistory
Regulatory History (2)
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Regulatory
September 2017Final
Employment Separation After Allegations
October 2015Employment History
Current Registrations
Stack Wealth Management, LLC
March 2026 - Present · 7 mos
Previous Registrations
Stack Wealth Management
September 2016 - December 2025 · 9 yrs 3 mos
Asset Management Strategies, INC.
April 2016 - July 2016 · 3 mos
Questar Asset Management, INC.
June 2011 - October 2015 · 4 yrs 4 mos
Questar Capital CorporationBroker
June 2011 - October 2015 · 4 yrs 4 mos
Woodbury Financial Services, INC.
November 2007 - June 2011 · 3 yrs 7 mos
Woodbury Financial Services, INC.Broker
August 2007 - June 2011 · 3 yrs 10 mos
Securities America, INC.Broker
May 1996 - August 2007 · 11 yrs 3 mos
Baraban Securities, INC.Broker
December 1994 - May 1996 · 1 yr 5 mos
State Registrations1 state
GA
Advisor
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.
Exams
No exam information available for this advisor.
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