Security First Advisors

Security First Advisors (CRD# 117502) is a financial advisory firm headquartered in Vancouver, WA. They manage $5,326,496 in 37 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $143,959
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, OR, WA

Financial Advisors at Security First Advisors
Showing 1 - 6 of 6 top financial advisors.
1
William H. Leder
CRD#: 3025254
16703 Se Mcgillivray Blvd. #230, Vancouver, WA 98683
96
Wealthminder
score

William Leder (CRD# 3025254) is an Investment Advisor Representative working at Security First Advisors in Vancouver, WA and has over 18 years of experience in the finance industry. William Leder 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.

2
Stacy L. Rerick
CRD#: 4629439
16703 Se Mcgillivray Blvd. #230, Vancouver, WA 98683
96
Wealthminder
score

Stacy Rerick (CRD# 4629439) is an Investment Advisor Representative working at Security First Advisors in Vancouver, WA and has over 13 years of experience in the finance industry. Stacy Rerick 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.

3
Ronald E. Wilkinson
CRD#: 1050160
16703 Se Mcgillivray Blvd. #230, Vancouver, WA 98683
96
Wealthminder
score

Ronald Wilkinson (CRD# 1050160) is an Investment Advisor Representative working at Security First Advisors in Vancouver, WA and has over 34 years of experience in the finance industry. Ronald Wilkinson 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.

4
David S. Inman
CRD#: 1182867
16703 Se Mcgillivray Blvd. #230, Vancouver, WA 98683
93
Wealthminder
score

David Inman (CRD# 1182867) is an Investment Advisor Representative working at Security First Advisors in Vancouver, WA and has over 23 years of experience in the finance industry.

5
Evan S. Russell
CRD#: 1056834
16703 Se Mcgillivray Blvd. #230, Vancouver, WA 98683
86
Wealthminder
score

Evan Russell (CRD# 1056834) is an Investment Advisor Representative working at Security First Advisors in Vancouver, WA and has over 34 years of experience in the finance industry. Evan Russell 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.

6
Florence E. Rocks
CRD#: 1339662
16703 Se Mcgillivray Blvd. #230, Vancouver, WA 98683
63
Wealthminder
score

Florence Rocks (CRD# 1339662) is an Investment Advisor Representative working at Security First Advisors in Vancouver, WA and has over 22 years of experience in the finance industry.

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