Stacey Stanek-Byars, financial advisor San Luis Obispo CA

Stacey Stanek-Byars

CRD 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 Luis Obispo, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group San Luis Obispo, CA Sep 2017 - Current 6
The Thom Group San Luis Obispo, CA Jul 2013 - Current 10
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
Contact Info for Stacey M. Stanek-Byars
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    5,978
    MILLIONS
  • Total Number of Accounts
    27,435
    ACCOUNTS
  • Average Account Value
    $217,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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