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Stacy Lynn Rerick

Para Wealth Advisors, Inc.

Camas, WA

CRD 4629439

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Employer firm

Para Wealth Advisors, Inc. CRD 322683

$221M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Para Wealth Advisors, Inc.

2005 Se 192Nd Ave Suite 200, Camas, WA 98607 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-28
WA RA APPROVED 2022-10-02
  • OR RA
    APPROVED
    Since 2025-05-28
  • WA RA
    APPROVED
    Since 2022-10-02

Branch Locations

2005 Se 192Nd Ave Suite 200, Camas, WA 98607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Russell Wilkinson Rerick, Inc. Lake Oswego OR 03/2007 09/2022
Security First Advisors Vancouver WA 06/2003 09/2022
Para Wealth Advisors, Inc Camas WA 10/2022 Present
  • 03/2007 → 09/2022
    Russell Wilkinson Rerick, Inc.
    Lake Oswego, OR
  • 06/2003 → 09/2022
    Security First Advisors
    Vancouver, WA
  • 10/2022 → Present
    Camas, WA
Previous Registrations
  • 2003-07-14 → 2022-11-16
    Security First Advisors
    Portland, OR
    Lake Oswego, OR
    Portland, OR
Other Businesses

SFA Commercial, LLC; Investment-Related; Manager for multiple private offerings (not active) 5 hours per month, of which 5 is during trading hours; Oversee strategic operations of multiple private offerings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-18
  • S66 Uniform Combined State Law Examination
    2003-04-18
Designations
  • Certified Financial Planner
Other Names
  • Stacy Lynn Brough

View on SEC IAPD

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