Stacy Sizemore (CRD# 4052029) is an Investment Advisor Representative working at Tru Independence Asset Management, LLC in Portland, OR and has over 24 years of experience in the finance industry.
CRD# 6758430
Middleton & Company
CRD# 2959986
Rain Capital Management
CRD# 6375005
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tru Independence, LLC | Portland, OR | May 2019 - Current | 5 |
| Sound Legacy Wealth Advisors, LLC | Bellevue, WA | Oct 2019 - Dec 2020 | 1 |
| Unemployed | Portland, OR | Apr 2019 - Apr 2019 | < 1 |
| M Holdings Securities, Inc. | Portland, OR | Aug 2017 - Mar 2019 | 1 |
| D.a. Davidson & Company | Lake Oswego, OR | Oct 2007 - Jul 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- AZ
- CA
- FL
- IL
- MD
- NY
- NC
- OH
- OR
- PA
- SC
- TX
- VA
- WA
-
Total Assets Under Management557MILLIONS
-
Total Number of Accounts1,215ACCOUNTS
-
Average Account Value$458,622
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, IL, MD, NC, NY, OH, OR, PA, SC, TX, VA, WA
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