Shardea Ages, financial advisor Atlanta GA

Shardea Ages

CRD Number: 5695183
Current Firm: Collective Wealth Partners, LLC

Shardea Ages (CRD# 5695183) is an Investment Advisor Representative working at Collective Wealth Partners, LLC in Atlanta, GA and has over 14 years of experience in the finance industry. Shardea Ages has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Collective Wealth Partners, Llc (formerly Altruist Wealth Ptnrs) Atlanta, GA Oct 2021 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2019 - Oct 2021 2
Cambridge Investment Research, Inc. Fairfield, IA Feb 2019 - Oct 2021 2
Bank Of America, N.a. Atlanta, GA Jul 2018 - Feb 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Jun 2018 - Feb 2019 < 1
Pnc Bank Washington, DC Mar 2017 - Jun 2018 1
Pnc Investments Pittsburgh, PA Mar 2017 - Jun 2018 1
Pnc Bank Washington, DC Jul 2016 - Mar 2017 < 1
Pnc Investments Pittsburgh, PA Jul 2016 - Mar 2017 < 1
Demanding Artistic Excellence, Productions Atlanta, GA Mar 2016 - Jul 2016 < 1
Wells Fargo Advisors, LLC Atlanta, GA Aug 2015 - Mar 2016 < 1
Wells Fargo Bank Na Atlanta, GA Aug 2015 - Mar 2016 < 1
W&s Brokerage Services Peachtree Cor, GA Jul 2015 - Jul 2015 < 1
Western Southern Cincinnati, OH Mar 2015 - Jul 2015 < 1
Pfs Investments Inc. Lithonia, GA Mar 2014 - Jun 2015 1
Primerica Financial Services Lthonia, GA Jan 2014 - Apr 2015 1
American Residential Properties Atlanta, GA Oct 2014 - Mar 2015 < 1
On Site Staffing Atlanta, GA May 2014 - Sep 2014 < 1
American General Life Atlanta, GA May 2013 - Apr 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Shardea M. Ages
Phone Number: (404) 633-9952
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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