AdvisorOS Directory
Claim Profile
SR

Stacy Lynn Rerick

PARA WEALTH ADVISORS, INC.·CAMAS, Washington
Unclaimed Profile
2005 SE 192ND AVE SUITE 200, CAMAS, WA 98607CRD# 4629439Firm CRD# 322683
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CAMAS?

Browse all registered financial advisors in CAMAS, Washington or claim this profile if it's yours.

Browse CAMAS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CAMAS
Steven Robert Triplett — FISHER ASSET MANAGEMENT, LLCPatricia Ann Nierenberg — NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.Damon Laughlin Benedict — NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.Hannelore Nmn Bauer-Kuehl — NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.Cara Marie Jacobsen — NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile