Stacy Bryant Bush

Employer firm

Bush Wealth Management CRD 304262

$258M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → 07/2019
  Lpl Financial Llc
  Valdosta, GA
• 08/2004 → Present
  Bush Wealth Management
  Valdosta, GA

Previous Registrations

• 2005-01-18 → 2019-08-16
  Lpl Financial Llc
  Valdosta, GA

Other Businesses

1. Eagle Properties Unlimited; investment related; 4501 Tillman Bluff Rd, Valdosta, GA 31602; rental properties; Partner; start date 2005; approximately 1 hour per month; 0 hours per month during securities trading hours. 2. Valdosta City School Board; not investment related; 1204 Williams Street, Valdosta, GA 31601; public school board; Vice Chair of Board, Finance Committee Chair; start date 2016; approximately 4 hours per month; approximately 1 hour during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-14
• S63 Uniform Securities Agent State Law Examination
  2000-08-03