Stacy AllredCRD Number: 2689241
Current Firm: First Republic Investment Management, Inc.
Stacy Allred (CRD# 2689241) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Bellevue, WA and has over 27 years of experience in the finance industry. Stacy Allred has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|First Republic Investment Management, Inc.||Bellevue, WA||Jun 2020 - Current||3|
|First Republic Securities Company, LLC||Bellevue, WA||Jun 2020 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bellevue, WA||Nov 1999 - Jun 2020||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management139,511MILLIONS
Total Number of Accounts84,774ACCOUNTS
Average Account Value$1,645,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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