SB
CFP
SB
CFP

Stacey Barrick

39 Years of Experience
Camp Hill, PA
BrokerSells Insurance

Stacey Barrick is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Camp Hill, PA, with 39 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

3600 Trindle Rd, Camp Hill, PA, 17011

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Stacey is an independent insurance agent selling life, accident, health, and long-term care insurance since 1990, and president of Masland & Barrick Advisory, Inc. since 1994, offering financial planning services. Stacey also owns Masland & Barrick Tax Services, manages rental properties, and is involved with the Friends of Manheim Community Library.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Masland & Barrick Advisory, INC
November 1995 - Present · 30 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
July 2007 - September 2013 · 6 yrs 2 mos
Walnut Street Securities, INC.Broker
August 2003 - September 2013 · 10 yrs 1 mo
Nathan & Lewis Securities, INC.
May 1998 - January 2003 · 4 yrs 8 mos
Nathan & Lewis Securities, INC.Broker
July 1997 - August 2003 · 6 yrs 1 mo
Royal Alliance Associates, INC.Broker
January 1997 - July 1997 · 6 mos
Keogler, Morgan & Company, INC.Broker
January 1990 - January 1997 · 7 yrs
W. H. Newbold's Son & Co./hopper Soliday & CO., INC.Broker
April 1986 - January 1990 · 3 yrs 9 mos
State Registrations15 states
CACODEFLMDMONCNHNJNYOHPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Stacey Barrick - Financial Advisor | TrueAdvisor