Joseph
Stack

Pensionmark Financial Group, LLC

CRD#2327449
Investment Advisor
in Dallas, TX
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About this Advisor

Joseph Stack is a certified financial planner operating in Dallas, Texas, who has been in the industry for 17 years. Stack works at Pensionmark Financial Group, LLC. Throughout their career, they have worked at 360 Wealth Management LLC, Ubs Financial Services Inc, Wells Fargo Advisors LLC, Lpl Financial LLC, Independent Financial Partners, Pensionmark Securities, LLC, Pensionmark Financial Group, LLC and Capfinancial Securities, LLC. Stack holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Pensionmark Financial Group, LLC is a company that has its headquarters in Dallas, Texas. It has offices in 41 locations and a total of 91 advisors. It handles $2 billion in total assets across its 2,875 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to nine charitable organizations. Of its 2,875 client accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in investable assets. Pensionmark Financial Group, LLC performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically vary depending on which service is offered. However, fees billed by Pensionmark Financial Group, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

10440 N. Central Expressway Suite 800
Dallas, TX 75231

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Pensionmark Financial Group, LLC Brokerage Details

Total Assets Under Management

$18,441,771,035

TX Average: $7,578,581,321
Total Number of Employees

194

TX Average: 43
Total Number of Accounts

5,166

TX Average: 3,727
Average Account Size

$3,569,836

TX Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Stack Work History

Joseph has 17 years of experience.

2017 - Present (2 years)

Pensionmark Securities, LLC

2016 - Present (3 years)

Pensionmark Financial Group, LLC

2016 - 2017 (1 years)

Capfinancial Securities, LLC

2013 - 2015 (2 years)

Independent Financial Partners

2012 - 2013 (1 years)

360 Wealth Management LLC

2012 - 2015 (3 years)

Lpl Financial LLC

2009 - 2012 (3 years)

Wells Fargo Advisors LLC

2001 - 2009 (8 years)

Ubs Financial Services Inc

Disclosures

Joseph Stack has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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