Cfs Wealth Management

CFS Wealth Management is a financial advisory firm located in Macon, Georgia. The firm was established in December 2005 and is led by Stephen D. Anderson, who serves as an Investment Advisor Representative. Anderson has a Bachelor's Degree in Business Administration and a Master's Degree in Management. The firm's Chief Compliance Officer, Wade T. Chapman, oversees Anderson's activities. Anderson is a Registered Representative of Purshe Kaplan Sterling Investments and does not charge advisory fees on client accounts handled through PKS. He is also licensed to sell insurance products. The firm does not report any disciplinary information or additional compensation for Anderson. Chapman, in addition to being the Chief Compliance Officer, is the President of CFS Capital Advisors, LLC. He manages a private fund and is licensed to sell various insurance products. Chapman may receive commissions on insurance products and fees from the private funds he manages, which could present a conflict of interest. Chapman has no reported disciplinary issues. Lucinda Dallas Gamble is another Investment Advisor Representative at CFS Wealth Management. She has a Juris Doctor degree and is licensed to sell insurance products. Gamble's activities are supervised by Wade T. Chapman, the firm's Chief Compliance Officer. Gamble has no reported disciplinary issues. Overall, CFS Wealth Management offers services through experienced professionals with diverse backgrounds in finance and law, ensuring clients receive comprehensive financial advice and services.