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Contact
Kimberlee D. Sipe
Financial Advisor
Raleigh, North Carolina
Phone/Fax
919.747.9509 phone
888.551.1207 fax
Website
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Personalized Planning
Approach
Understand Your Situation
Educate You
Respect Your Assets
Help You Achieve Goals--
Not "Sell" Products
Monitor Your Progress
Keep In Touch
Corporate Office Located:
100 E. Six Forks Road
Raleigh NC 27609
(919).831.2370 ph.
Affiliated with Capital Investment Advisory Services, LLC
Securities offered through Capital Investment Group, Inc.
Member FINRA * MEMBER SIPC
Managed Account Clients
The account custodian for those clients having managed accounts is SA Stone Wealth Mananagment (formerly Sterne Agee & Leach). Below you will find disclosures associated with having your managed account, as well as the client account access instructions.
Disclosures: ADV Part 2 & Privacy Policy
CIASFormADV-Part2A February 2018.pdf
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SA Stone Wealth Management Client Account Access
You may access your Stone Wealth Management client account portal by clicking https://www.saswealth.com/
Directions for accessing your account:
- Scroll down the page and click "wealth clients"
- Click the "ENROLL" to enroll your new account
- Click "YES", that you are registering your own accounts or account which you are an authroized user
- Enter your Account Number, Social Security number and Date of Birth
- Accept the Terms and Conditions to continue
- Enter your profile information
- Select and answer all 5 security questions
- Select a security image and click "Sign In"
If you need to contact SA Stone directly: (888) 401-2941
If you need help with the client portal: (205) 414-3315
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