BBB Accredited Business Profile

Stonebridge Wealth Management

Stonebridge Wealth Management

(256) 301-9770

Stonebridge Wealth Management

20 years in business
306 4th Ave SE
Decatur, AL 35601-2508
Additional Email Addresses
  • bobbie.weinbaum@raymondjames.com
BBB File Opened: 12/30/1998
Business Started: 04/01/1997
Business Started Locally: 06/24/1997
Business Incorporated: 06/01/1997 in AL
Type of Entity
Corporation
Contact Information
  • Principal: Mr. Todd Carden, Branch Manager
  • Customer Service: Ms. Bobbie Weinbaum, Office Manager
Business Category
  • Investment Advisory Service
  • Financial Planning Consultants
  • Investment Securities
  • Financial Services

Products & Services
The company operates as a wealth management and retirement investment company for high net worth individuals and companies wishing to offer employees retirement benefits.
Alternate Business Names
  • Raymond James Financial Services, Inc.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 0033986 for this business, issued by State Department Of Insurance

    State Department Of Insurance
    135 South Union Street, Montgomery, AL 36130
    http://www.aldoi.gov
    Phone Number:  (800) 4333966
    Fax Number:   (334) 2414192

  • BBB records show a license number of CRD# 2404769 for this business, issued by Alabama Securities Commission

    Alabama Securities Commission
    770 Washington Street, Ste. 570, Montgomery, AL 36130
    http://asc.state.al.us
    Phone Number:  (800) 2221253
    Fax Number:   (334) 3534690
    asc@asc.alabama.gov

Number of Employees: 
2
BBB accredited business

A+

Overview

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Stonebridge Wealth Management

Stonebridge Wealth Management

BBB ACCREDITATION SINCE 12/30/1998

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