Anthony SheaCRD Number: 3166976
Current Firm: Glad Financial Services, Inc.
Anthony Shea (CRD# 3166976) is an Investment Advisor Representative working at Glad Financial Services, Inc. in Nashville, TN and has over 19 years of experience in the finance industry. Anthony Shea 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.
Retirement Resources Management, LLC
Fifth Third Securities, Inc.
Quinn Stauffer Financial, LLC
|Glad Financial Services, Inc.||Nashville, TN||Oct 2015 - Current||2|
|H.d.vest Advisory Services||Nashville, TN||Mar 2004 - Oct 2015||11|
|H.d.vest Investment Services||Nashville, TN||Jan 2002 - Oct 2015||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
Total Assets Under Management1MILLIONS
Total Number of Accounts10ACCOUNTS
Average Account Value$101,752
- 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
- Educational seminars/workshops