Andrew Sheard (CRD# 6963470) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Milanville, PA and has over 4 years of experience in the finance industry. Andrew Sheard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1379980
Prospera Financial Services, Inc.
CRD# 4932020
Edelman Financial Engines
CRD# 2536633
Biondo Investment Advisors LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim, CA | Jun 2020 - Current | 3 |
| Pcp Consulting | Kennewick, WA | May 2020 - Apr 2022 | 1 |
| Hantz Financial Services | Southfield, MI | Jul 2019 - May 2020 | < 1 |
| Unemployed | 430 Boyds Mills Rd, PA | May 2019 - Jul 2019 | < 1 |
| Hillsdale College | Hillsdale, MI | Aug 2015 - May 2019 | 3 |
| Maciejeaski Landscaping | Damascus, PA | Jun 2015 - Aug 2015 | < 1 |
| Damascus Christian Academy | Damascus, PA | Aug 2002 - Jun 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- CT
- FL
- MI
- NJ
- NY
- OH
- OR
- PA
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Total Assets Under Management5,212MILLIONS
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Total Number of Accounts30,814ACCOUNTS
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Average Account Value$169,144
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
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