Stacy
Rerick
Para Wealth Advisors, Inc
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About this Advisor
Stacy Rerick is a certified financial planner who works out of Camas, Washington with 1 year of relevant experience. Rerick currently works for Para Wealth Advisors, Inc. Throughout their career, Rerick has worked at Russell Wilkinson Rerick, Inc, Security First Advisors and Para Wealth Advisors, Inc. Rerick has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Oregon and Washington. Para Wealth Advisors, Inc is a financial advisory company based out of Camas, WA. The investment advisory business has just four employees. It oversees $140 million in total assets between its 701 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 701 customer accounts, 22% are associated with high-net-worth clients who have more than $1 million in assets. The business offers a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually vary depending on which service is offered. However, fee types billed by Para Wealth Advisors, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Para Wealth Advisors, Inc Brokerage Details
$139,664,673
4
701
$199,236
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stacy Rerick Work History
Stacy has been registered as a financial advisor for 1 years.*
Para Wealth Advisors, Inc
Russell Wilkinson Rerick, Inc
Security First Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stacy Rerick 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 Para Wealth Advisors, Inc
Camas, WA
Camas, WA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
