Stacey Stanek-Byars
Stacey Stanek-Byars is a registered investment advisor at Independent Financial Group, LLC, based in San Luis Obispo, CA, with 21 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1880 Santa Barbara Avenue, Suite 220, San Luis Obispo, CA, 93401
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stacey is a registered representative using "The Thom Group" as a DBA for marketing purposes, dedicating minimal time to it. Stacey is also an independent contractor working as an insurance agent, offering various types of insurance products and spending a few hours per week on this activity.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
The Thom Group
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Round Hill Securities, INC.Broker
State Registrations10 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.