Sheree Stacy is a registered investment advisor at Worth Financial Group INC., based in Dallas, TX, with 33 years of industry experience. Sheree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 55 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Worth Financial Group charges fees based on a percentage of the value of your portfolio. This percentage is negotiated between you and your advisor. The fee is calculated monthly and deducted from your account the following month. There is a minimum account value of $25,000, but Worth may waive this. There is also a minimum annual fee between $500 and $600. Worth Investment Advisor Representatives may charge a fixed annual rate not to exceed 2.0% (or 0.40% to 1.00%, but not to exceed 2%).
Location
16660 Dallas Parkway, Suite 2200, Dallas, TX, 75248
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Regulatory History
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.
Learn about disclosures →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.
Worth Financial Group INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
Dominick & Dominick, IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.