Joseph Shea (CRD# 2726131) is an Investment Advisor Representative working at Horizon Family Wealth, Inc. in Chicago, IL and has over 27 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horizon Family Wealth, LLC | Chicago, IL | Sep 2021 - Current | 2 |
| Shea Financial Group | Chicago, IL | Mar 2004 - Current | 20 |
| Riverpoint Wealth Management Holdings, LLC | Chicago, IL | Oct 2013 - Oct 2021 | 8 |
| Lpl Financial LLC | Chicago, IL | Sep 2013 - Oct 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1996 |
- IL
-
Total Assets Under Management221MILLIONS
-
Total Number of Accounts409ACCOUNTS
-
Average Account Value$539,503
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, IL, NE, OH, TX
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