Stacey
Stanek-Byars

Independent Financial Group, LLC

CRD#4151750
Investment Advisor
in San Luis Obispo, CA

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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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1457 Marsh Street #200
San Luis Obispo, CA 93401

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$6,750,889,024

CA Average: $7,578,581,321
Total Number of Employees

626

CA Average: 43
Total Number of Accounts

30,369

CA Average: 3,727
Average Account Size

$222,295

CA Average: $2,033,427

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

2017 - Present (7 years)

Independent Financial Group

2013 - Present (11 years)

The Thom Group

2012 - 2017 (5 years)

First Allied Advisory Services, Inc

2005 - 2017 (12 years)

First Allied Securities, Inc

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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.

Financial Advisors at Independent Financial Group, LLC

Bree Perea
Prescott, AZ
Yasser Ahmad
San Jose, CA
Amy Palmer
San Diego, CA
Ryan Gorski
Santa Maria, CA
Bryce Jones
Washington, UT
Grant Prescott
San Juan Capistrano, CA
Kurt Kennedy
San Luis Obispo, CA
Timothy Yee
Alameda, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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