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Sheree Darlene Stacy

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
4 clients
Average Client Portfolio
$757K average
Assets Under Management
$3.0M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Minimum Annual Fee:$500
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Location

16660 Dallas Parkway, Suite 2200, Dallas, TX, 75248

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business ActivitiesSells Insurance

Sheree is an insurance agent selling life insurance and fixed annuities since 2014. This activity takes about 10-20% of her time.

Employment History
Current Registrations
Worth Financial Group INC.Broker
November 2009 - Present · 16 yrs 3 mos
Worth Financial Group INC.
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
September 2004 - November 2009 · 5 yrs 2 mos
Wells Fargo Advisors, LLCBroker
August 2004 - November 2009 · 5 yrs 3 mos
World Group Securities, INC.Broker
April 2002 - August 2004 · 2 yrs 4 mos
Wma Securities, INC.Broker
October 1996 - April 2002 · 5 yrs 6 mos
Dominick & Dominick, IncorporatedBroker
June 1995 - September 1996 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
April 1992 - October 1994 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
April 1992 - October 1994 · 2 yrs 6 mos
State Registrations2 states
INTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.