Andrew Sheard, financial advisor Honesdale PA

Andrew Sheard

CRD Number: 6963470
Current Firm: Centaurus Financial, Inc.

Andrew Sheard (CRD# 6963470) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Honesdale, PA and has over 5 years of experience in the finance industry. Andrew Sheard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Peter Albano, financial advisor Honesdale PA
Peter J. Albano
CRD# 1040390
Lpl Financial LLC
Similar Advisors
Christopher Albright, financial advisor Honesdale PA
Christopher M. Albright
CRD# 2384841
Lpl Financial LLC
Similar Advisors
Megan Alpert, financial advisor Honesdale PA
Megan M. Alpert
CRD# 5140964
Commonwealth Financial Network
Professional Designations
Company Name Location Dates Years
Centaurus Financial, Inc. Anaheim, CA Jun 2020 - Current 4
Pcp Consulting Kennewick, WA May 2020 - Apr 2022 1
Hantz Financial Services Southfield, MI Jul 2019 - May 2020 < 1
Unemployed 430 Boyds Mills Rd, PA May 2019 - Jul 2019 < 1
Hillsdale College Hillsdale, MI Aug 2015 - May 2019 3
Maciejeaski Landscaping Damascus, PA Jun 2015 - Aug 2015 < 1
Damascus Christian Academy Damascus, PA Aug 2002 - Jun 2015 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Andrew J. Sheard
Phone Number: 714-456-1790
Registered State(s):
  • CO
  • CT
  • FL
  • MI
  • NJ
  • NY
  • OH
  • OR
  • PA
  • VA
  • WA
  • WV
  • WI
By the Numbers
  • Total Assets Under Management
    5,212
    MILLIONS
  • Total Number of Accounts
    30,814
    ACCOUNTS
  • Average Account Value
    $169,144
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.