Sheree Stacy, financial advisor Dallas TX

Sheree Stacy

CRD Number: 433072
Current Firm: Worth Financial Group Inc.

Sheree Stacy (CRD# 433072) is an Investment Advisor Representative working at Worth Financial Group Inc. in Dallas, TX and has over 31 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Dallas TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Dallas TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Dallas TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Company Name Location Dates Years
Worth Financial Group Inc. Dallas, TX Nov 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for Sheree D. Stacy
Phone Number: (469) 916-4287
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $963,181
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, TX

Ready to hire a financial advisor? Get competitive proposals from Sheree Stacy and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.