Stacy Sizemore
Investment adviser representative at Tru Independence Asset Management 2, LLC
19 yearsExperience
4 statesRegistered in
$92.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Sanctuary Securities, Inc.May 2026 to now
- Tru Independence Asset Management 2, LLCNov 2021 to now
- Tru Independence, LLCMay 2019 to now
- Sound Legacy Wealth Advisors, LLCOct 2019 to Dec 2020
- UnemployedApr 2019 to Apr 2019
- M Holdings Securities, Inc.Aug 2017 to Mar 2019
- D.A. Davidson & Co.Oct 2007 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, OR, TX).
Tru Independence Asset Management 2, LLC
$92.7MAssets managed
205Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4052029
- Firm CRD
- 309098