Shea Galvez, financial advisor Fort Worth TX

Shea Galvez

CRD Number: 7438124
Current Firm: First Command Advisory Services

Shea Galvez (CRD# 7438124) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
First Command Brokerage Services, Inc. Fort Worth, TX Jan 2022 - Current < 1
First Command Advisory Services, Inc. Fort Worth, TX Jan 2022 - Current < 1
First Command Insurance Services, Inc. Fort Worth, TX Jan 2022 - Current < 1
First Command Financial Services Fort Worth, TX Sep 2021 - Jan 2022 < 1
Unemployed Enterprise, AL Aug 2020 - Sep 2021 1
Unemployed Yorba Linda, CA May 2020 - Sep 2021 1
Associated Students, Inc. Pomona, CA Sep 2019 - May 2020 < 1
California State Polytechnic University Pomona, CA Aug 2016 - May 2020 3
Ann Taylor Brea, CA Aug 2019 - Nov 2019 < 1
Boeing Co Huntington Beach, CA Jun 2019 - Aug 2019 < 1
Cal Poly Pomona Department Of Engineering Pomona, CA Aug 2018 - May 2019 < 1
Loft Brea, CA Jun 2018 - May 2019 < 1
Kimmie's Coffee Cup Fullerton, CA Jun 2017 - Sep 2017 < 1
Unemployed Fullerton, CA May 2016 - Aug 2016 < 1
Placentia Yorba Linda School District Placentia, CA Sep 2010 - May 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Shea M. Galvez
Phone Number: 817-731-8621
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    18,869
    MILLIONS
  • Total Number of Accounts
    98,324
    ACCOUNTS
  • Average Account Value
    $191,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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