Shay Hammontree is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Odessa, TX, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4718 E. University Blvd., Ste B, Odessa, TX, 79762
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shay is the treasurer for Encore LHS Alumni Chorale and Texas Tech University Health Science Center, providing financial reports. Shay also owns 100% of Level Partners and an LLC involved in purchasing/selling heavy or construction equipment, but dedicates minimal time to these ventures.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Invest Financial CorporationBroker
Invest Financial Corporation
1st Global Capital CORP.Broker
State Registrations20 states
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