Stacey Stanek-ByarsCRD Number: 4151750
Current Firm: Independent Financial Group, LLC
Stacey Stanek-Byars (CRD# 4151750) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 16 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Independent Financial Group||San Luis Obispo, CA||Sep 2017 - Current||4|
|The Thom Group||San Luis Obispo, CA||Jul 2013 - Current||9|
|First Allied Advisory Services, Inc.||Chesterfield, MO||Jul 2012 - Sep 2017||5|
|First Allied Securities, Inc.||San Diego, CA||Jun 2005 - Sep 2017||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management6,647MILLIONS
Total Number of Accounts20,980ACCOUNTS
Average Account Value$316,813
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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