15350 SW Sequoia Parkway, Suite 250, Portland, OR, 97224
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Stacy is the Chief Compliance Officer for Tru Independence LLC (including Tru Independence Asset Management, LLC and Tru Independence Asset Management 2, LLC), an outsourced RIA back office, since 2019. This takes nearly full-time, with about 100 hours per month during securities trading hours.