Stacey Dee Kirkpatrick
Investment adviser representative at Farther
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16BFirm 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
- Pension consulting
Experience
10 years in the industry.
- FartherApr 2025 to now
- Alicorn Investment Management, IncAug 2024 to Apr 2025
- Raymond James Financial Services Advisors, Inc.Aug 2024 to Apr 2025
- Raymond James Financial Services, Inc.Aug 2024 to Apr 2025
- Cetera Investment Advisers LLCJul 2024 to Aug 2024
- Frank Raymond IncFeb 2024 to Aug 2024
- Cetera Financial Specialists LLCOct 2022 to Aug 2024
- TD Ameritrade, Inc.Jul 2021 to Apr 2022
- The University of Texas At DallasJan 2021 to Dec 2023
- UnemployedJul 2020 to Jan 2021
- Sdk Desserts LLCJun 2018 to Jul 2020
- Texas Health Resources Fort WorthJan 2017 to May 2018
- Plaza Medical Center of Fort WorthOct 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 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
- 7414076
- Firm CRD
- 302050