Unclaimed Profile

Stacey Louis Wall

PINNACLE WEALTH, LLC·MADISON, Mississippi

Series 7, Series 63, Series 65Clean record5 years registeredPINNACLE WEALTH, LLC

101 PORT STREET, MADISON, MS 39110CRD# 1207701Firm CRD# 311685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stacey Louis Wall · MADISON, MS

Registration

CRD #1207701 · PINNACLE WEALTH, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PINNACLE WEALTH, LLC

ARGENT WEALTH, LLC

Apr 2021 – Apr 2025

RIDGELAND, MS

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · April 6, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARGENT WEALTH, LLC

CRD 311685 · SEC 801-120152

AUM

$403M

Regulatory assets under management

Employees

760 client accounts

Services offered by ARGENT WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARGENT WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Stacey Louis Wall offer?

Stacey Louis Wall specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Stacey Louis Wall's credentials?

Stacey Louis Wall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacey Louis Wall located?

Stacey Louis Wall is based in MADISON, Mississippi, last registered with PINNACLE WEALTH, LLC.

How does Stacey Louis Wall charge for services?

Stacey Louis Wall's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PINNACLE WEALTH, LLC?

PINNACLE WEALTH, LLC has approximately 9 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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