Stacey Casey (CRD# 2772645) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Spokane Valley, WA and has over 27 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 1341565
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Sep 2022 - Current | 1 |
| Cetera Investment Advisers LLC | Spokane Valley, WA | Sep 2022 - Current | 1 |
| Numerica Credit Union | Spokane Valley, WA | Jul 2021 - Current | 2 |
| Cuso Financial Services, LP | San Diego, CA | Jul 2021 - Sep 2022 | 1 |
| Wells Fargo Clearing Services, LLC | Boise, ID | Nov 2016 - Jul 2021 | 4 |
| Wells Fargo Advisors, LLC | Boise, ID | Jun 2014 - Nov 2016 | 2 |
| U.s. Bancorp Investments, Inc. | Spokane, WA | Aug 2006 - Jun 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- Educational seminars/workshops
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