Shawn DyeCRD Number: 4794987
Current Firm: Cetera Investment Advisers LLC
Shawn Dye (CRD# 4794987) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Fargo, ND and has over 17 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors Financial Network, LLC
|Cetera Investment Services LLC||St. Cloud, MN||Jul 2020 - Current||1|
|Cetera Investment Advisers LLC||West Fargo, ND||Jul 2020 - Current||1|
|First Western Bank And Trust||West Fargo, ND||Jul 2020 - Current||1|
|Lpl Financial LLC||Fargo, ND||Jul 2019 - Jul 2020||1|
|First International Bank & Trust||Fargo, ND||May 2019 - Jul 2020||1|
|Bancwest Investment Services, Inc.||Fargo, ND||May 2006 - May 2019||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2004|
|S66||NASAA Uniform Combined State Law Examination||May 2015|
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
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