Stacey
Stanek-Byars
Independent Financial Group, LLC
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About this Advisor
Stacey Stanek-Byars is a financial advisor based in San Luis Obispo, California, working with Independent Financial Group, LLC. Stacey has previously held positions at The Thom Group, First Allied Securities, Inc, First Allied Advisory Services, Inc, and Independent Financial Group. Stacey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Stacey is part of Independent Financial Group, LLC, which operates out of San Luis Obispo, California. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Stacey Stanek-Byars Work History
Independent Financial Group
The Thom Group
First Allied Advisory Services, Inc
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Stacey Stanek-Byars to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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