Shearson Financial Services, LLC

Shearson Financial Services, LLC (CRD# 38619) is a financial advisory firm headquartered in Boca Raton, FL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Shearson Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Linda A. Melcer
CRD#: 2080333
7000 W. Palmetto Park Rd, Suite 306, Boca Raton, FL 33433
93
Wealthminder
score

Linda Melcer (CRD# 2080333) is an Investment Advisor Representative working at Shearson Financial Services, LLC in Boca Raton, FL and has over 22 years of experience in the finance industry.

2
Lawrence R. Melcer
CRD#: 5615629
7000 W. Palmetto Park Rd, Suite 306, Boca Raton, FL 33433
90
Wealthminder
score

Lawrence Melcer (CRD# 5615629) is an Investment Advisor Representative working at Shearson Financial Services, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

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