Sean DohertyCRD Number: 3140736
Current Firm: Country Club Financial Services, Inc.
Sean Doherty (CRD# 3140736) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Kansas City, MO and has over 16 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Country Club Financial Services, Inc.||Kansas City, MO||Sep 1998 - Current||18|
|Country Club Bank, N.a.||Kansas City, MO||Jun 1998 - Current||19|
|Asset Management Group, Inc.||Shawnee Mission, KS||Jun 1995 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S65||NASAA Investment Advisors Law Examination||Jan 2001|
Total Assets Under Management41MILLIONS
Total Number of Accounts134ACCOUNTS
Average Account Value$307,490
- 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)