Jeffrey Shank, financial advisor North Andover MA

Jeffrey Shank

CRD Number: 1022338
Current Firm: Andover Advisory Group

Jeffrey Shank (CRD# 1022338) is an Investment Advisor Representative working at Andover Advisory Group in North Andover, MA and has over 41 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Apr 2014 - Current 9
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2014 - Current 9
Andover Advisory Group Lawrence, MA Aug 1996 - Current 27
Jeffrey A Shank Derry, NH Aug 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Sep 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey A. Shank
Phone Number: 978-691-5005
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

MA

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