Synovus Securities
26yrs
Top 22% by experience in Perry
32yrs
Lawrence Stack is a fiduciary financial advisor in Perry, Georgia, with 32 years in the industry. Lawrence joined Stack Wealth Management in 2026, after less than a year at Asset Management Strategies and four years at Questar Asset Management. Stack Wealth Management offers selecting outside investment managers and is paid through a percentage of assets.
One of 9 advisors with offices in Perry, and one of 9 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top advisor by experience in Perry
OfficePerry, GA
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Stack Wealth Management
Choosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowStack Wealth Management, LLCCurrent firm
- 2016 – 2025Stack Wealth Management, LLCPreviously
- Apr 2016 – Jul 2016Asset Management Strategies, Inc.Previously
- 2011 – 2015Questar Asset Management, Inc.Previously
- 2007 – 2011Woodbury Financial Services, Inc.Previously
Contact Lawrence
(408) 916-7905Stack Wealth Management main office Perry, GAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Lawrence
Tailored to Lawrence’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lawrence
How do I contact Lawrence?
Call Stack Wealth Management at (408) 916-7905 and ask for Lawrence Stack. Lawrence works from the Perry, GA office.
How long has Lawrence been a financial advisor?
Lawrence has been in the industry since 1995, about 32 years. Top advisor by experience in Perry.
What licenses does Lawrence hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lawrence a fiduciary?
Lawrence is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lawrence paid?
Stack Wealth Management reports being paid by a percentage of the assets they manage. Ask Lawrence for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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