Stacey Liu

from Treehouse Wealth Advisors
SEC regulated
Regulated Investment Advisor
Stacey Liu is a financial advisor based in California, Walnut Creek, with 11 years of experience. Stacey currently works for Treehouse Wealth Advisors. Stacey maintains the following licenses: S66 (Uniform Combined State Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stacey Liu works at Treehouse Wealth Advisors
Treehouse Wealth Advisors is a financial advisory firm based in Walnut Creek, California. It currently has approximately $154,483,163 of assets under management and employs about 5 people. Treehouse Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Securities Agent State Law Examination (S63)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1600 S Main St., Suite 195, Walnut Creek, California, 94596

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