Stacy H Bortle
Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Stacy H Bortle? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Citizens Securities, Inc.Aug 2026 to now
- Citizens BankAug 2026 to now
- UnemployedMay 2026 to Aug 2026
- First Citizens Asset Management, Inc.Mar 2025 to May 2026
- Svbw Wealth, LLCMar 2025 to May 2026
- First Citizens BankApr 2024 to May 2026
- First Citizens Investor ServicesMay 2022 to May 2026
- BankplusJan 2021 to Jul 2022
- LPL Financial LLCAug 2018 to Feb 2021
- Trustmark National BankJul 2018 to Jan 2021
- Regions BankMar 2018 to Jul 2018
- Sanford C. Bernstein & Co., LLCJun 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NC).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5731633
- Firm CRD
- 39550