Steven Stacey, financial advisor Vancouver WA
96 score

Steven Stacey

CRD Number: 5489897
Current Firm: Newfocus Financial Group, LLC

Steven Stacey (CRD# 5489897) is an Investment Advisor Representative working at Newfocus Financial Group, LLC in Vancouver, WA and has over 8 years of experience in the finance industry. Steven Stacey 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.

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Professional Designations
Company Name Location Dates Years
New Focus Financial Group, LLC Vancouver, WA Feb 2008 - Current 8
Unemployed Portland, OR Dec 2006 - Jan 2008 1
University Of Portland Portland, OR Jan 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Steven B. Stacey
Phone Number: (888) 762-2423
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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