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.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
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 |
- WA
-
Total Assets Under Management367MILLIONS
-
Total Number of Accounts1,562ACCOUNTS
-
Average Account Value$235,176
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, MA, MO, NC, NJ, NV, NY, OR, TX, VA, WA, WY
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