Stacy D. Dervin

TAILORED FINANCIAL PLANNING

Eugene, OR

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CRD#: 7370485

Professional summary

Stacy Deanne Dervin, who also goes by Stacy Deanne Derrin, Stacy Hunter, is a registered financial advisor currently at TAILORED FINANCIAL PLANNING located in Eugene, Oregon.

Stacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Stacy has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacy Deanne Derrin | Stacy Hunter

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.

STARBIRD CONSULTANCY, NOT INVESTMENT RELATED, EUGENE, OREGON, SOCIAL MEDIA AND MARKETING CONSULTANT TO LOCAL REAL ESTATE PROFESSIONALS, CONSULTANT, JAN 2021, 4 HOURS DEVOTED PER WEEK, 0 HOURS DURING SECURITY TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Deanne Dervin's 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

October 31, 2023 - Present

TAILORED FINANCIAL PLANNING

RIA

CRD#: 327852

Eugene, OR

Past

March 13, 2023 - May 30, 2023

44 WEALTH MANAGEMENT LLC

RIA

CRD#: 309647

EUGENE, OR

Past

June 7, 2021 - February 16, 2023

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

RIA

CRD#: 159419

EUGENE, OR

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

Oregon
(10/31/2023)

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

Current Firm

TAILORED FINANCIAL PLANNING

TAILORED FINANCIAL PLANNING | TAILORED FINANCIAL PLANNING, LLC

CRD#: 327852 / SEC#:

Oregon

Registered Investment Advisory firm - (10/31/2023 Approved)

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Contact information

Main Address

Eugene, OR

Mailing Address

Phone number

(541) 321-0715

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 3,510,562

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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Stacy D. Dervin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Deanne Dervin's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAILORED FINANCIAL PLANNING

44 WEALTH MANAGEMENT LLC

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

TAILORED FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TAILORED FINANCIAL PLANNING

TRUST BUT VERIFY

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