Stephanie Desear, financial advisor Bradenton FL
90 score

Stephanie Desear

CRD Number: 5542494
Current Firm: Wells Fargo Advisors, LLC

Stephanie Desear (CRD# 5542494) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Bradenton, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Bank Na Naples, FL Apr 2013 - Current 3
Wells Fargo Advisors, LLC Naples, FL Apr 2013 - Current 3
Raymond James & Associates, Inc. Sarasota, FL Feb 2013 - Apr 2013 < 1
Morgan Keegan & Company, Inc. Sarasota, FL Jan 2011 - Feb 2013 2
University Of Florida Bradenton, FL Aug 2007 - Dec 2010 3
Alachua County Humane Society Gainesville, FL May 2010 - Nov 2010 < 1
Morgan Keegan & Company, Inc. Sarasota, FL May 2009 - Jul 2009 < 1
Morgan Keegan & Co, Inc. Sarasota, FL May 2008 - Aug 2008 < 1
Bradenton Christian School Bradenton, FL Aug 2000 - Aug 2007 7
Ralph Lauren Polo Ellenton, FL May 2007 - Jul 2007 < 1
Countrywide Home Loans Bradenton, FL Dec 2006 - Mar 2007 < 1
Albertson's Bradenton, FL Jul 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Stephanie B. Desear
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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