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Featured Business Financial Advisor in Valdosta, GA
Valdosta Financial Advisors
Bush Wealth Management
2918 N. Oak Street Ste B
Valdosta, GA 31602
(229) 247-1474
“"Working to Secure Your Future"”
Advisor Profile
Bush Wealth Management
Name:  Bush Wealth Management
Phone Number:  (229) 247-1474
Website:  Visit Website

About Bush Wealth Management

We believe very strongly that this industry requires a team approach. Under the leadership of Stacy Bush, we have put in place a select group of team members to provide the quality of service our clients deserve. The information to review is massive. Certainly you deserve quick responses to your questions and concerns. Only through a dedicated team can information be absorbed, suitable recommendations made, and prompt and efficient service given to you.

Our job is to prescribe strategies and advice to our clients. To this end, we constantly strive to improve our knowledge of the industry through intensive study, research, and hard work. It is of the utmost importance for us to provide the Red Carpet Wealth Management Experience to our clients.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.

General Information

CRD#:    4190887
States Licensed in:    AL, AZ, CA, CO, DC, FL, GA, IL, MA, MI, MN, MO,
States Willing to do Business in:    Adel,Barney,Berlin,Cecil,Du Pont,Hahira,Lake Park,Lakeland,Lenox,Morven,Nashville,Naylor,Pinetta,Quitman,Ray City,Sparks,Valdosta
Work Experience:    15+ years of experience
I work with the following types of clients:    Individual Investors


Investment Types:    Exchange Traded Funds (ETFs), Insurance, Stocks, Alternative Investments, Mutual Funds, Bonds
I can meet clients in the following ways:    At my office, Video Conference, Via phone

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 66, Series 7, Series 24, Series 63
Insurance and Annuity Licenses:    Annuity, Life, Variable Annuity, Variable Life, Long Term Care, Health

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $0
Compensation Methods:    Hourly, Based on Assets
Prepared By: Bush Wealth Management

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