Shardea AgesCRD 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.
Beacon Global Advisor Network, LLC
Rollins Financial Advisors, LLC
Rockefeller Capital Management
|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|
Total Assets Under Management25MILLIONS
Total Number of Accounts422ACCOUNTS
Average Account Value$58,880
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, DC, FL, GA, IL, LA, MD, MI, NC, NJ, NY, PA, TX, VA, WA
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