Stacy Sizemore is a registered investment advisor, based in Portland, OR, with 25 years of industry experience. Stacy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
15350 SW Sequoia Parkway, Suite 250, Portland, OR, 97224
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Regulatory History
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.
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Stacy is the Chief Compliance Officer for Tru Independence LLC (including Tru Independence Asset Management, LLC and Tru Independence Asset Management 2, LLC), an outsourced RIA back office, since 2019. This takes nearly full-time, with about 100 hours per month during securities trading hours.
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
Sanctuary Securities, INC.
Tru Independence Asset Management 2, LLC
Tru Independence Asset Management, LLC
Previous Registrations
Sound Legacy Wealth Advisors, LLC
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Dain Rauscher IncorporatedBroker
State Registrations12 states
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
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