Shea GalvezCRD 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.
Astoria Strategic Wealth, Inc.
Td Ameritrade, Inc.
Charles Schwab & Company, Inc.
|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|
Total Assets Under Management18,869MILLIONS
Total Number of Accounts98,324ACCOUNTS
Average Account Value$191,906
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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