Alissa Stearns (CRD# 6336688) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tacoma, WA and has over 9 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bonney Lake, WA | Jan 2018 - Current | 6 |
Bank Of America, N.a. | Bonney Lake, WA | Jan 2018 - Current | 6 |
Isagenix | Puyallup, WA | Aug 2016 - Current | 7 |
Jpmorgan Chase Bank | Tumwater, WA | Aug 2016 - Jan 2018 | 1 |
Jp Morgan Securities LLC | Tumwater, WA | Aug 2016 - Jan 2018 | 1 |
Gcg Financial, Inc. | Deerfield, IL | Aug 2014 - Aug 2016 | 2 |
Minnesota Life Ins Co | Deerfield, IL | May 2014 - Aug 2016 | 2 |
Securian Financial Services, Inc. | Deerfield, IL | May 2014 - Aug 2016 | 2 |
Zion Benton Township Hs | Zion, IL | May 2012 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- TX
- WA
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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