Edward SheaCRD Number: 6039184
Current Firm: Ahrens Investment Partners, LLC
Edward Shea (CRD# 6039184) is an Investment Advisor Representative working at Ahrens Investment Partners, LLC in Lafayette, LA and has over 5 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Ahrens Investment Partners, LLC||Lafayette, LA||Aug 2015 - Current||2|
|Lpl Financial||New Iberia, LA||Apr 2012 - Aug 2015||3|
|Unemployed||Youngsville, LA||Feb 2012 - Mar 2012||< 1|
|The Bayou Companies||New Iberia, LA||Aug 2007 - Feb 2012||4|
|Unemployed||New Iberia, LA||May 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management450MILLIONS
Total Number of Accounts1,890ACCOUNTS
Average Account Value$238,095
- 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
FL, LA, MS, TX