Stacy Lynn Rerick
Investment adviser representative at Para Wealth Advisors, Inc.
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$221MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Para Wealth Advisors, Inc.Oct 2022 to now
- Russell Wilkinson Rerick, Inc.Mar 2007 to Sep 2022
- Security First AdvisorsJun 2003 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Para Wealth Advisors, Inc.
$221MAssets managed
257Clients
3Advisers
4 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
- 4629439
- Firm CRD
- 322683