Stacy L. Sizemore

TRU INDEPENDENCE ASSET MANAGEMENT

Portland, OR 97224

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CRD#: 4052029

Professional summary

Stacy Leigh Sizemore, who also goes by Stacy Leigh Burgess, Stacy L Sizemore, is a registered financial advisor currently at TRU INDEPENDENCE ASSET MANAGEMENT, LLC located in Portland, Oregon and TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC located in Portland, Oregon.

Stacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Stacy has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacy Leigh Burgess | Stacy L Sizemore

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ENTITY NAME: TRU INDEPENDENCE LLC (INCLUDES TRU INDEPENDENCE ASSET MANAGEMENT, LLC AND TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC) INVESTMENT RELATED: YES ADDRESS: PORTLAND, OR NATURE OF THE OTHER BUSINESS: OUTSOURCED RIA BACK OFFICE POSITION/TITLE/RELATIONSHIP: CHIEF COMPLIANCE OFFICER START DATE: 05/2019 APPROXIMATE # OF HOURS A MONTH: ~150 APPROXIMATE # OF HOURS DURING SECURITIES HOURS: ~100 BRIEFLY DESCRIBE YOUR DUTIES: CCO FOR RIAS UTILIZING OUR BUSINESS PLATFORM

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Leigh Sizemore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 11, 2019 - Present

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Office #1: 15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224

RIA

CRD#: 168256

Portland, OR

Current

November 2, 2021 - Present

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Office #1: 15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

RIA

CRD#: 309098

Portland, OR

Past

April 22, 2020 - January 7, 2021

SOUND LEGACY WEALTH ADVISORS, LLC

RIA

CRD#: 306332

BELLEVUE, WA

Past

August 7, 2017 - March 4, 2019

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PORTLAND, OR

Past

August 7, 2017 - March 4, 2019

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

October 18, 2007 - July 24, 2017

D.A. DAVIDSON & CO.

RIA

CRD#: 199

LAKE OSWEGO, OR

Past

October 18, 2007 - July 24, 2017

D.A. DAVIDSON & CO.

CRD#: 199

LAKE OSWEGO, OR

Past

November 18, 2006 - June 9, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

LAKE OSWEGO, OR

Past

September 13, 2000 - June 9, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

LAKE OSWEGO, OR

Past

April 25, 2000 - August 8, 2000

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

CRD#: 168256 / SEC#: 801-78748

RIA

Registered Investment Advisory firm - (11/5/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(1/10/2024)

IAR

California
(2/28/2020)

IAR

Florida
(2/2/2022)

IAR

Illinois
(10/13/2022)

IAR

Massachusetts
(10/17/2024)

IAR

North Carolina
(3/2/2020)

IAR

Ohio
(1/7/2022)

IAR

Oregon
(7/11/2019)

IAR

Pennsylvania
(5/16/2023)

IAR

South Carolina
(1/4/2022)

IAR

Texas
(1/4/2022)

IAR

Texas
(5/7/2024)

IAR

Virginia
(1/4/2022)

IAR

Washington
(2/28/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/14/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/11/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/11/2008

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 12/20/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/18/2004

General Securities Sales Supervisor - Options Module Examination

Current Firm

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

CRD#: 168256 / SEC#: 801-78748

RIA

Registered Investment Advisory firm - (11/5/2013 Approved)

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Contact information

Main Address

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224

Mailing Address

Phone number

(971) 371-3444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARTINWRIGHT ADVISORY DISCLOSURE BROCHURE (11/2/2025)

YELLOWWOOD WEALTH SOLUTIONS WRAP PROGRAM BROCHURE (6/10/2025)

YELLOWWOOD WEALTH SOLUTIONS DISCLOSURE BROCHURE (6/10/2025)

TIAM DISCLOSURE BROCHURE (3/25/2025)

DISCLOSURE BROCHURE FOR WASHINGTON PARK ADVISORS (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,261
AUM (Assets Under Management)	$ 575,284,516

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Stacy L. Sizemore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Leigh Sizemore's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

SOUND LEGACY WEALTH ADVISORS, LLC

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2006

Series 63

Date: 5/11/2000

SIE

Date: 10/1/2018

Series 7

Date: 4/24/2000

Series 24

Date: 8/11/2008

Series 10

Date: 12/20/2004

Series 9

Date: 10/18/2004

Current Firm

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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