Stacy BakriCRD Number: 4179467
Current Firm: The Family Firm, Inc.
Stacy Bakri (CRD# 4179467) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 23 years of experience in the finance industry. Stacy Bakri 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|The Family Firm||Bethesda, MD||Jan 2023 - Current||< 1|
|The Family Firm, Inc.||Bethesda, MD||Mar 2007 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2000|
Total Assets Under Management646MILLIONS
Total Number of Accounts991ACCOUNTS
Average Account Value$651,723
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, DC, FL, MD, TX, VA
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