Shea Dersham, financial advisor Fort Worth TX
89 score

Shea Dersham

CRD Number: 6252751
Current Firm: Wells Fargo Advisors, LLC

Shea Dersham (CRD# 6252751) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Worth, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Fort Worth, TX Sep 2013 - Current 3
Wells Fargo Bank Na Fort Worth, TX Feb 2009 - Current 7
Dino's Restaraunt Fort Worth, TX Dec 2008 - Feb 2009 < 1
Fox And Hound Restaraunt Fort Worth, TX May 2008 - Dec 2008 < 1
Teacher's Tools Fort Worth, TX Jul 1999 - May 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Shea L. Dersham
Phone Number: 314-875-3000
Registered State(s):
  • TX
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
89
Clean Record
This advisor has a clean track record with regulators.

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