Devon Sheets (CRD# 7432342) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Wylie, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Empower Advisory Group, LLC | Greenwood Village, CO | Feb 2024 - Current | < 1 |
| Empower Financial Services, Inc. | Greenwood Village, CO | Jan 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Flower Mound, TX | Nov 2022 - Dec 2023 | 1 |
| Wells Fargo Clearing Services, LLC | Flower Mound, TX | Nov 2022 - Dec 2023 | 1 |
| Unemployed | Wylie, TX | Jul 2022 - Nov 2022 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Lewisville, TX | Sep 2021 - Jul 2022 | < 1 |
| Tiaa | Lewisville, TX | Sep 2021 - Jul 2022 | < 1 |
| Amazon | Dallas, TX | Dec 2020 - Sep 2021 | < 1 |
| Unemployed | Wylie, TX | May 2015 - Aug 2021 | 6 |
| School - Texas A&m University - Commerce | Commerce, TX | Aug 2018 - Aug 2020 | 2 |
| Biltmore Trucking (amazon Contractor) | Dallas, TX | Jun 2019 - Aug 2019 | < 1 |
| Pizza Hut | Allen, TX | Jan 2017 - Aug 2018 | 1 |
| University Of North Texas | Denton, TX | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- TX
-
Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
-
Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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.