Stacy
Rerick
Para Wealth Advisors, Inc
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About this Advisor
Stacy Rerick is a financial advisor based in Camas, Washington, working with Para Wealth Advisors, Inc. Stacy has previously held positions at Security First Advisors, Para Wealth Advisors, Inc, and Russell Wilkinson Rerick, Inc. Stacy has passed the Series 66 regulatory exam and is registered to provide services in Oregon and Washington. Currently, Stacy is part of Para Wealth Advisors, Inc, which operates out of Camas, Washington. The firm has 1 office and 4 employees. The firm manages assets totaling $161.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Para Wealth Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Para Wealth Advisors, Inc Brokerage Details
$161,690,609
4
727
$222,408
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stacy Rerick Work History
Para Wealth Advisors, Inc
Russell Wilkinson Rerick, Inc
Security First Advisors
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 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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