Unclaimed Profile

Stacy Leigh Sizemore

TRU INDEPENDENCE ASSET MANAGEMENT 2·PORTLAND, Oregon

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record19 years registeredTRU INDEPENDENCE ASSET MANAGEMENT 2

15350 SW SEQUOIA PARKWAY,, PORTLAND, OR 97224CRD# 4052029Firm CRD# 309098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stacy Leigh Sizemore · PORTLAND, OR

Registration

CRD #4052029 · TRU INDEPENDENCE ASSET MANAGEMENT 2 · 19 years registered

Brand Profile

Not yet started

Career History

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Nov 2021 – present

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Jul 2019 – present

SOUND LEGACY WEALTH ADVISORS, LLC

Apr 2020 – Jan 2021

BELLEVUE, WA

M HOLDINGS SECURITIES, INC.

Aug 2017 – Mar 2019

PORTLAND, OR

D.A. DAVIDSON & CO.

Oct 2007 – Jul 2017

LAKE OSWEGO, OR

CITIGROUP GLOBAL MARKETS INC.

Nov 2006 – Jun 2007

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · November 18, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRU INDEPENDENCE ASSET MANAGEMENT 2

CRD 309098 · SEC 801-118810

AUM

$117M

Regulatory assets under management

Employees

59 client accounts

Services offered by TRU INDEPENDENCE ASSET MANAGEMENT 2

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRU INDEPENDENCE ASSET MANAGEMENT 2 →

Introduction

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Frequently Asked Questions

What services does Stacy Leigh Sizemore offer?

Stacy Leigh Sizemore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Stacy Leigh Sizemore's credentials?

Stacy Leigh Sizemore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacy Leigh Sizemore located?

Stacy Leigh Sizemore is based in PORTLAND, Oregon, working with TRU INDEPENDENCE ASSET MANAGEMENT 2. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Stacy Leigh Sizemore charge for services?

Stacy Leigh Sizemore's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRU INDEPENDENCE ASSET MANAGEMENT 2?

TRU INDEPENDENCE ASSET MANAGEMENT 2 has approximately 36 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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