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Ted Densmore

41 Years of Experience
Fort Walton Beach, FL
2 DisclosuresBroker

Ted Densmore is a registered investment advisor at Wells Fargo Advisors, based in Fort Walton Beach, FL, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

92 Eglin Parkway Ne, Fort Walton Beach, FL, 32548

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2001
Closed-No Action
Customer Dispute
May 1999
Denied
Other Business Activities

Ted co-owns Mar De Azul, LLC and Brookmeade Properties with his spouse, both since 2014, for apartment and real estate rentals. These activities are not investment-related and require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
March 2020 - Present · 6 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Morgan Stanley
August 2010 - March 2020 · 9 yrs 7 mos
Morgan StanleyBroker
August 2010 - March 2020 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1985 - August 2010 · 25 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1984 - August 2010 · 25 yrs 9 mos
State Registrations21 states
ALAZCACOCTFLGAILINKYLAMIMTNCNYOKSCTNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ted Densmore - Financial Advisor | TrueAdvisor