Stacy Shields, financial advisor Gig Harbor WA

Stacy Shields

CRD Number: 7112924
Current Firm: Fortitude Advisory Group LLC

Stacy Shields (CRD# 7112924) is an Investment Advisor Representative working at Fortitude Advisory Group LLC in Gig Harbor, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fortitude Advisory Group LLC Gig Harbor, WA Jan 2021 - Current 3
Dynamic Wealth Advisors Phoenix, AZ Dec 2020 - Current 3
Sj Wealth Management LLC Gig Harbor, WA Nov 2018 - Current 5
Trueblue Tacoma, WA Aug 2007 - Oct 2018 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Stacy E. Shields
Phone Number: 253-470-4977
Firm Website: https://www.p3wm.com/
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    367
    MILLIONS
  • Total Number of Accounts
    1,562
    ACCOUNTS
  • Average Account Value
    $235,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, MA, MO, NC, NJ, NV, NY, OR, TX, VA, WA, WY

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