Stacie
Giddings

Guardian Wealth Advisors, LLC

CRD#5036285
Investment Advisor
in Jacksonville, FL

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About this Advisor

Stacie Giddings is a financial advisor operating out of Jacksonville, Florida with a total of 1 year of relevant experience. Giddings is on the advisory team at Guardian Wealth Advisors, LLC. Their career trajectory has included roles at Td Ameritrade Institutional, Trademark Financial Management, Ria Consulting 360, Gage Wiley And Company, Pershing Advisor Solutions LLC, Perigon Wealth Management, LLC and Guardian Wealth Advisors, LLC. Giddings has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida and North Carolina. Guardian Wealth Advisors, LLC is a registered investment company operating out of Raleigh, NC. It has offices in 11 locations and a total of 39 people on staff. It oversees $1 billion in assets between its 3,119 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 3,119 client accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Guardian Wealth Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules typically are based on which services the firm provides the client. However, fees charged by Guardian Wealth Advisors, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Jacksonville, FL

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Guardian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,350,674,710

FL Average: $3,625,019,099
Total Number of Employees

39

FL Average: 22
Total Number of Accounts

3,119

FL Average: 1,917
Average Account Size

$433,047

FL Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Stacie Giddings Work History

Stacie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Guardian Wealth Advisors, LLC

2021 - 2022 (1 year)

Perigon Wealth Management, LLC

2020 - 2021 (1 year)

Pershing Advisor Solutions LLC

2018 - 2020 (2 years)

Td Ameritrade Institutional

2017 - 2018 (1 year)

Gage Wiley And Company

2015 - 2017 (2 years)

Ria Consulting 360

2014 - 2016 (2 years)

Trademark Financial Management

2008 - 2014 (6 years)

Td Ameritrade Institutional

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stacie Giddings to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Guardian Wealth Advisors, LLC

Milton Castellanos
Raleigh, NC
Madeleine Freedland
Raleigh, NC
Brian Senske
Raleigh, NC
Matthew Deitel
Johnson City, TN
Nathan Budrow
Danvers, MA
Colin Taylor
Raleigh, NC
David Clark
Danvers, MA
Gregory Rhinehardt
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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