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 17 years of experience in the finance industry.
Nextgen Wealth, LLC
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Searcy Financial Services, Inc.
|Country Club Financial Services, Inc.||Kansas City, MO||Sep 1998 - Current||19|
|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)