Mary Sheahan (CRD# 7278381) is an Investment Advisor Representative working at The Fiduciary Alliance in Sterling Heights, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Fiduciary Alliance | Greenville, SC | May 2023 - Current | < 1 |
| Ameriprise Financial Services, LLC | Sterling Heights, MI | Jun 2020 - May 2023 | 2 |
| Holy Name Catholic School | Birmingham, MI | Aug 2017 - Jun 2020 | 2 |
| Lindamood-bell Learning Processes | Bingham Farms, MI | Jun 2018 - Apr 2019 | < 1 |
| St. Lucy Catholic Church | St. Clair Shores, MI | Sep 2016 - Sep 2017 | 1 |
| Divine Mercy Center - Servants Of Jesus Of The Divine Mercy | Clinton Twp, MI | Jan 2015 - Mar 2017 | 2 |
| Unemployed | Macomb Twp, MI | Nov 2014 - Jan 2015 | < 1 |
| Wayne State University School Of Medicine | Detroit, MI | Aug 2014 - Nov 2014 | < 1 |
| Unemployed | Macomb Twp, MI | May 2014 - Aug 2014 | < 1 |
| Wayne State University | Detroit, MI | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- MI
-
Total Assets Under Management1,228MILLIONS
-
Total Number of Accounts16,591ACCOUNTS
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Average Account Value$74,014
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA, WI
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