Christopher Shea (CRD# 4696255) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marshfield, MA and has over 4 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Bps Financial Services | Loudonville, NY | Dec 2021 - Current | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Apr 2020 - Current | 4 |
| Unemployed | Halifax, MA | Jan 2020 - Apr 2020 | < 1 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Apr 2019 - Dec 2019 | < 1 |
| Penn Mutual Life Ins Co | Horsham, PA | Feb 2019 - Dec 2019 | < 1 |
| Unemployed | Duxbury, MA | Oct 2018 - Jan 2019 | < 1 |
| Accenture | Boston, MA | Apr 2017 - Sep 2018 | 1 |
| Investtech | Los Angeles, CA | Feb 2017 - Mar 2017 | < 1 |
| First Republic Securities Company LLC | Boston, MA | Oct 2015 - Dec 2016 | 1 |
| First Republic Investment Management | Boston, MA | Oct 2015 - Dec 2016 | 1 |
| Cetera Investment Services LLC | Saint Cloud, MN | Oct 2015 - Oct 2015 | < 1 |
| Vsr Financial Services, Inc. | Overland Park, KS | Sep 2015 - Oct 2015 | < 1 |
| Girard Securities, Inc. | San Diego, CA | Sep 2015 - Oct 2015 | < 1 |
| First Allied Securities, Inc. | San Diego, CA | Aug 2015 - Oct 2015 | < 1 |
| Investors Capital Corp. | Lynnfield, MA | Aug 2015 - Oct 2015 | < 1 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Aug 2015 - Oct 2015 | < 1 |
| Summit Brokerage Services, Inc. | Boca Raton, FL | Aug 2015 - Oct 2015 | < 1 |
| Cetera Advisors LLC | Denver, CO | Aug 2013 - Oct 2015 | 2 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Aug 2013 - Oct 2015 | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | May 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- MA
- NY
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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