Shanan Doherty (CRD# 4299805) is an Investment Advisor Representative working at The Ameriflex Group in Sterling, CO and has over 15 years of experience in the finance industry.
CRD# 3089819
Osaic Wealth, Inc.
CRD# 2496780
Edward Jones
CRD# 6177945
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Sterling, CO | Sep 2023 - Current | < 1 |
| The Ameriflex Group. Inc. | Sterling, CO | Dec 2021 - Current | 2 |
| Sagepoint Financial, Inc. | Sterling, CO | Jan 2009 - Sep 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- CO
- TX
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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