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Stacee Love-Malcolm
25 Years of Experience
Tualatin, OR
5 DisclosuresSells Insurance
Stacee Love-Malcolm is a registered investment advisor at Nexus Strategic Wealth, based in Tualatin, OR, with 25 years of industry experience. Stacee operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
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Location
18840 SW Boones Ferry Rd. Suite 310, Tualatin, OR, 97062
Get directionsHistory
Regulatory History (5)
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Customer Dispute
February 2019Denied
Customer Dispute
October 2017Denied
Customer Dispute
March 2017Denied
Customer Dispute
September 2016Denied
Customer Dispute
April 2016Denied
Other Business ActivitiesSells Insurance
Stacee is involved in several business activities, including operating Stacee Malcolm Financial, Inc. for tax/investment purposes, acting as an IAR for Financial Advocates Investment Management, and selling non-variable insurance products through Ash Brokerage.
Employment History
Current Registrations
Nexus Strategic Wealth
July 2025 - Present · 10 mos
Previous Registrations
Financial Advocates Investment Management
July 2015 - September 2025 · 10 yrs 2 mos
LPL Financial LLCBroker
April 2015 - September 2025 · 10 yrs 5 mos
Allstate Financial Services, LLCBroker
January 2004 - April 2015 · 11 yrs 3 mos
World Group Securities, INC.Broker
April 2002 - January 2004 · 1 yr 9 mos
Wma Securities, INC.Broker
September 2000 - April 2002 · 1 yr 7 mos
State Registrations3 states
ORTXWA
Advisor
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.