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Stacy Lynn Rerick

PARA WEALTH ADVISORS, INC.·CAMAS, Washington
Clean recordPARA WEALTH ADVISORS, INC.
2005 SE 192ND AVE SUITE 200, CAMAS, WA 98607CRD# 4629439Firm CRD# 322683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stacy Lynn Rerick · CAMAS, WA
Registration
CRD #4629439 · PARA WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stacy Lynn Rerick is a registered financial advisor based in CAMAS, Washington, affiliated with PARA WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PARA WEALTH ADVISORS, INC.
PARA WEALTH ADVISORS, INC.
AUM
$162M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PARA WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4629439
Firm CRD# 322683
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stacy Lynn Rerick offer?
Stacy Lynn Rerick specializes in Financial Planning, Investment Management. Contact their office in CAMAS, Washington for a consultation.
What are Stacy Lynn Rerick's credentials?
Stacy Lynn Rerick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stacy Lynn Rerick located?
Stacy Lynn Rerick is based in CAMAS, Washington, working with PARA WEALTH ADVISORS, INC.. Their office serves clients in the CAMAS metropolitan area and surrounding communities.
How does Stacy Lynn Rerick charge for services?
Stacy Lynn Rerick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARA WEALTH ADVISORS, INC.?
PARA WEALTH ADVISORS, INC. has approximately 4 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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