Stacey Parnum, financial advisor Phoenix AZ

Stacey Parnum

CRD Number: 2941087
Current Firm: Redwood Private Wealth

Stacey Parnum (CRD# 2941087) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Redwood Private Wealth LLC Phoenix, AZ Mar 2022 - Current 2
Redwood Tax Specialits Temecula, CA Jan 2021 - Current 3
Parnum Financial Services Temecula, CA Dec 1993 - Current 30
Planmember Securities Corporation Carpinteria, CA Oct 2013 - Mar 2022 8
Valley Homes And Estates, Inc. Murrieta, CA Jul 2018 - Jun 2020 1
Stacey Parnum (self Employed) Temecula, CA Apr 1998 - Jan 2017 18
California Educators Financial & Insurance Services Temecula, CA Apr 2014 - Jan 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2023
S63 Uniform Securities State Law Examination Oct 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Stacey Parnum
Phone Number: 480-646-3504
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    204
    MILLIONS
  • Total Number of Accounts
    1,788
    ACCOUNTS
  • Average Account Value
    $114,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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