Shevick Vanderwey, financial advisor Oakland CA
89 score

Shevick Vanderwey

CRD Number: 6254720
Current Firm: Wespac Advisors, LLC

Shevick Vanderwey (CRD# 6254720) is an Investment Advisor Representative working at Wespac Advisors, LLC in Oakland, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wespac Advisors, LLC Oakland, CA Aug 2012 - Current 4
Lc Staffing Bozeman, MT Jun 2009 - Aug 2012 3
Department Of Transportation Helena, MT Jun 2008 - Jun 2009 1
School Helena, MT Aug 2003 - Jun 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Shevick A. Vanderwey
Phone Number: 510-287-5255
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $434,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, NV, OR, TX, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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