David SheaCRD Number: 1128057
Current Firm: Signator Investors, Inc.
David Shea (CRD# 1128057) is an Investment Advisor Representative working at Signator Investors, Inc. in Cuyahoga Falls, OH and has over 34 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|Signator Investors, Inc.||Strongsville, OH||May 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Strongsville, OH||Nov 1997 - Current||20|
|Bankers Life Co||Des Moines, IA||Dec 1982 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV