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Stacy Bryant Bush

Bush Wealth Management

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About Stacy Bryant Bush

Stacy Bush, Bryant is a financial advisor with Bush Wealth Management. Stacy Bush, Bryant is a registered representative and investment advisor representative. Stacy Bush, Bryant has been in the financial services industry since 2000. Stacy Bush, Bryant specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Stacy Bush, Bryant is registered with the state of Georgia. Stacy Bush, Bryant's current employer is Bush Wealth Management. Stacy Bush, Bryant was previously employed by LPL FINANCIAL LLC and PAN-AMERICAN FINANCIAL ADVISERS.

Firm Information

Stacy Bush is currently registered with Bush Wealth Management. Bush Wealth Management is a Registered Investment Advisor based in Valdosta, GA with approximately $180.3 million in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. They are also authorized to select other advisers for their clients.
Bush Wealth Management

2918 N. OAK ST., STE. B

VALDOSTA, GA 31602

$180.31M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stacy Bush’s Registration & Firm History

GA

08/28/2019 - Present

Bush Wealth Management (VALDOSTA GA)

GA

11/05/2004 - 08/16/2019

LPL FINANCIAL LLC (VALDOSTA GA)

LA

05/23/2000 - 11/09/2004

PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)

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Licenses & Designations

BOTH

Issued 12/14/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Stacy Bryant Bush. Review regulatory record here.
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