Patrick Wayne Bussey

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2000 → Present
  Stonex Securities Inc
  Orange Beach, AL
• 06/2016 → Present
  Stonex Advisors Inc
  Orange Beach, AL

Previous Registrations

• 2005-03-11 → 2016-06-30
  Intl Advisory Consultants Inc.
  Birmingham, AL
• 2003-04-10 → 2005-12-15
  Sterne, Agee & Leach, Inc.
  Birmingham, AL

Other Businesses

1) Gumbo Inc. PO Box 658 Foley, AL 36536 Nature of Business: GUMBO is a 501-C-6 Non Profit engaged in enhancing the economic vitality of South Baldwin County through governemnt relations. Investment Related: Non-Investment Related Title: Board of Directors - Vice Chairman Start Date: 01/01/2009 Duties: Currently Vice Chairman. Board meets 2x per month, Attend politial functions and events and monitor issues pertinent to the Alabama Gulf Coast Hours Devoted to Business: 6 Hours Devoted to Business during Market Hours: 3 2) BUSSEY CAPITAL MANAGEMENT, LLC; YES, INVESTMENT RELATED; 7801 HWY 59 SUITE B FOLEY, AL. 36535; NATURE OF BUSINESS, INVESTMENTS; POSTITION, PRESIDENT; START DATE, 2006, APPX HOURS PER MONTH, ALL; DUTIES INCLUDE RETAIL BROKERAGE SALES. 3) Capitas Financial; Investment related; 14 Office Park Circle, Suite 215, Birmingham, AL 35223; Insurance General Agent; I use them to facilitate insurance brokerage (life insurance) with clients as a GA; 11/21/2024; 1 hr/month during trading hours; I use this General Agent to assist with Life insurance client needs when applicable

Exams

• S66 Uniform Combined State Law Examination
  2001-03-16