Stacy Ployhar (CRD# 5794242) is an Investment Advisor Representative working at 2020 Financial Planning LLC in Seattle, WA and has over 13 years of experience in the finance industry. Stacy Ployhar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robustwealth Inc. | Lambertville, NJ | Jul 2016 - Current | 7 |
| 2020 Financial Planning LLC | Seattle, WA | Apr 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- WA
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Total Assets Under Management2MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,290,000
- 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
WA
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