Shanan Doherty is a registered investment advisor, based in Sterling, CO, with 25 years of industry experience.
Location
226 S. 2nd Street, Sterling, CO, 80751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shanan works as a financial advisor for Pilkington Financial Group, dedicating about 10-20% of their time, and offers term and whole life insurance products. Shanan also provides wealth management, financial planning, and investment advisory services for The Ameriflex Group, committing nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
Edward JonesBroker
Rushmore Securities CorporationBroker
State Registrations19 states
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.