John Shea
John Shea is a registered investment advisor at First Advisors National, LLC, based in Denton, TX, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,858 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable up to a maximum of 1.85% per year. Fees exclude transaction fees, account maintenance fees, and administrative costs.
Fee Estimator
Location
Denton, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2012Other Business ActivitiesSells Insurance
John owns Shea Unlimited, LLC Series 1 DBA Shea Wealthcare, an online business marketing and advertising company, since 2012. He dedicates about a quarter of his time overall, and a few hours per week during trading hours. He also markets cash flow management software, dedicating a few hours per week to this activity.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
Planmember Securities Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Ryan Marquez, CFPEmpower Advisory Group, LLC
- Scott Robinson, CFPLPL Financial LLC
- Michael Woods, CFP
- Derek Jett, CFPWells Fargo Advisors
- Daniel Proulx, ChFCIsc Advisors, INC.
- Nathaniel Biddick, CFPCetera Investment Advisers LLC