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Stacy Allan Noll

Phillips And Company Advisors LLC

Portland, OR

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Current Employers
Phillips And Company Advisors Llc

521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-02-09
ID RA APPROVED 2021-04-01
CA RA APPROVED 2014-01-02
WA RA APPROVED 2014-01-02
OR RA APPROVED 2013-12-12
  • AZ RA
    APPROVED
    Since 2026-02-09
  • ID RA
    APPROVED
    Since 2021-04-01
  • CA RA
    APPROVED
    Since 2014-01-02
  • WA RA
    APPROVED
    Since 2014-01-02
  • OR RA
    APPROVED
    Since 2013-12-12

Branch Locations

521 Sw 11Th Avenue Suite 200, Portland, OR 97205 • 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
Phillips And Company Portland OR 02/2009 03/2025
Phillips And Company Advisors Llc Portland OR 12/2013 Present
Previous Registrations
  • 2009-02-26 → 2013-12-31
    Phillips & Company
    Portland, OR
    Portland, OR
    Portland, OR
  • 2006-05-17 → 2008-09-26
    Phillips & Company
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-13
S63 Uniform Securities Agent State Law Examination 2004-05-24
  • S65 Uniform Investment Adviser Law Examination
    2005-06-13
  • S63 Uniform Securities Agent State Law Examination
    2004-05-24

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
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