David Hensley Shine

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → Present
  Wells Fargo Clearing Services, Llc
  Austin, TX
• 07/2018 → 09/2019
  Owens Corning
  Plano, TX
• 08/2017 → 05/2019
  Baylor Launch
  Waco, TX
• 05/2017 → 08/2017
  Owens Corning
  Plano, TX
• 08/2016 → 05/2017
  Baylor University
  Waco, TX
• 08/2017 → 07/2018
  Baylor University
  Waco, TX

Other Businesses

S LAZY H PROPERTIES, LLC; NOT INV. RELATED; TEMPLE,TX; 100% OWNERSHIP WITH SPOUSE; START DATE 04/11/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; REAL ESTATE. D4RKS13D LLC ; INV RELATED; WHITEFISH, MT; ASSET HOLDING;100% OWNERSHIP; START DATE: 11/01/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S66 Uniform Combined State Law Examination
  2020-02-14

Other Names

• David Shine