Todd Shears (CRD# 5409021) is an Investment Advisor Representative working at Bluesail Advisors LLC in Arlington, VA and has over 16 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bluesail Advisors LLC | Arlington, VA | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- DC
- FL
- TX
- VA
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts89ACCOUNTS
-
Average Account Value$246,246
- 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
DC, FL, TX, VA
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