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Stacy Lynn Rerick

PARA WEALTH ADVISORS, INC.·CAMAS, Washington
Series 7, Series 66Clean record23 years registeredPARA 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. · 23 years registered
Brand Profile
Not yet started
01

Career History

PARA WEALTH ADVISORS, INC.
Oct 2022 – present
SECURITY FIRST ADVISORS
Jul 2003 – Nov 2022
VANCOUVER, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 14, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARA WEALTH ADVISORS, INC.
CRD 322683 · SEC 801-126401
AUM
$162M
Regulatory assets under management
Employees
4
727 client accounts
Services offered by PARA WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PARA WEALTH ADVISORS, INC. →
Introduction

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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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