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Business Profile

Financial Planning Consultants

Stonebridge Wealth Management
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(256) 301-9770Email BusinessWrite a Review

About

Overview

Stonebridge Wealth Management

306 4th Ave SE

Decatur, AL 35601-2508

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Operating Hours
8:00 AM - 4:00 PM
8:00 AM - 4:00 PM
8:00 AM - 4:00 PM
8:00 AM - 4:00 PM
8:00 AM - 3:00 PM
Closed
Closed

BBB Accreditation & Rating

Stonebridge Wealth Management is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

This company provides financial and goal planning services as well as investment advisory services.

BBB Accredited Since: 12/30/1998

Years in Business: 29

Products and Services

Financial Planning Services 

Business Details

Local BBB:
BBB serving North Alabama
BBB File Opened:
12/30/1998
Business Started:
4/1/1997
Business Started Locally:
6/24/1997
Business Incorporated:
6/1/1997
Type of Entity:
Corporation
Business Management:
Mr. Todd Carden, Branch Manager
Ms. Kelsey Nichols, Office Manager

Additional Contact Information

Principal Contacts
Mr. Todd Carden, Branch Manager
Customer Contacts
Mr. Todd Carden, Branch Manager
Ms. Kelsey Nichols, Office Manager
Fax numbers
Primary Fax: (256) 301-9772
Additional Email Addresses
Primary: Email this Business
Additional Websites
yelp.com/biz/raymond-jame...
Social Media

Licensing information

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. The expiration date of this license is 5/31/2028.

State Department Of Insurance

135 South Union Street

Montgomery AL 36130

800-4333966

BBB records show a license number of CRD# 2404769 for this business, issued by Alabama Securities Commission. The expiration date of this license is 12/31/2026.

Alabama Securities Commission

770 Washington Street, Ste. 570

Montgomery AL 36130

800-2221253Website

BBB records show a license number of CRD#: 6694/SEC#: 8-17983 for this business, issued by Alabama Securities Commission. The expiration date of this license is 12/31/2026.

Alabama Securities Commission

770 Washington Street, Ste. 570

Montgomery AL 36130

800-2221253Website

Additional Information

Payment methods
  • Cash
Other Resources
Alabama Securities Commission
770 Washington Street, Ste. 570
Montgomery AL 36130
Phone Number: (800) 222-1253
http://asc.state.al.us/
[email protected]
Finra
1735 K St NW
Washington DC 20006
Phone Number: (301) 590-6500
www.finra.org
Business Categories
Financial Planning Consultants, Financial Services, Investment Advisory Services, Financial Consultants, Investment Security

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