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Shon Mcclung

Capstone Wealth Advisors, LLC

Andalusia, AL

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Current Employers
Capstone Wealth Advisors, Llc

218 South Three Notch St, Andalusia, AL 36420 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-10
AL RA APPROVED 2024-09-04
  • FL RA
    APPROVED
    Since 2024-09-10
  • AL RA
    APPROVED
    Since 2024-09-04

Branch Locations

218 South Three Notch St, Andalusia, AL 36420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
White, Mcclung, And Barber, Llc Andalusia AL 01/2011 Present
Prevett Financial Andalusia AL 03/2023 09/2024
Providence Financial Consulting, Llc Andalusia AL 12/2022 Present
Capstone Wealth Advisors, Llc Andalusia AL 07/2024 Present
  • 01/2011 → Present
    White, Mcclung, And Barber, Llc
    Andalusia, AL
  • 03/2023 → 09/2024
    Prevett Financial
    Andalusia, AL
  • 12/2022 → Present
    Providence Financial Consulting, Llc
    Andalusia, AL
  • 07/2024 → Present
    Capstone Wealth Advisors, Llc
    Andalusia, AL
Previous Registrations
  • 2023-03-02 → 2024-09-03
    Prevett Financial
    Berea, KY
    Andalusia, AL
Other Businesses

-an accountant with White, McClung, and Barber, LLC -independent licensed insurance agent -partner in a small business that manages rental properties

Designations

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

JARRED KIEL ODOM
Terry Michael Wilson
William Andrew Greenwald
Ellis William Greenwald
WILLIAM MARK CHAMBERS
TINA MICHELLE CAMPBELL
Ronald Wayne Sansom
Phillip Craig Hamm

Other Offices

CETERA INVESTMENT ADVISERS LLC · ANDALUSIA, AL
EDWARD JONES · ANDALUSIA, AL
LPL FINANCIAL LLC · ANDALUSIA, AL
WELLS FARGO CLEARING SERVICES, LLC · ANDALUSIA, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Andalusia, AL
EDWARD JONES · ANDALUSIA, AL
EDWARD JONES · OPP, AL

More in Andalusia, AL

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