LA
Lisa Ann Stack
CRD 2458316
Firms
| Firm | Role | As of |
|---|---|---|
| Stack Financial Management Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Stack Financial Management Inc
Secretary/Treasurer, Managing Partner, Director · 5% – 10% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗