David Shealy (CRD# 4550241) is an Investment Advisor Representative working at Shealy / Pinnacle Advisors, Ltd. in Mansfield, OH and has over 24 years of experience in the finance industry.
CRD# 6166902
Edward Jones
CRD# 6085007
Commonwealth Financial Network
CRD# 3189303
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shealy Group | Mansfield, OH | Nov 2002 - Current | 21 |
| Shealy/pinnacle Advisors, Ltd | Mansfield, OH | Nov 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
OH
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