SC
CFP
SC
CFP

Sean Condon

23 Years of Experience
Plymouth, MA
BrokerSells Insurance

Sean Condon is a CFP-designated registered investment advisor, based in Plymouth, MA, with 23 years of industry experience.

Location

15 Caswell Lane, Plymouth, MA, 02360

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Sean works as a financial advisor at Condon Wealth Management, offering investment advisory services and selling traditional life, disability, and fixed annuities, dedicating about 10-20% of his time. Sean also sells fixed insurance products through PKS Financial Services, spending a few hours per week on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2009 - Present · 16 yrs 11 mos
Condon Wealth Management, INC.
November 2003 - Present · 22 yrs 6 mos
Previous Registrations
Lincoln Financial Securities CorporationBroker
May 2009 - June 2009 · 1 mo
U.S. Wealth Advisors, LLC.Broker
January 2006 - May 2009 · 3 yrs 4 mos
Aig Financial Advisors, INC.Broker
October 2005 - December 2005 · 2 mos
US Financial Advisors, LLC
May 2003 - December 2004 · 1 yr 7 mos
Sunamerica Securities, INC.Broker
March 2003 - October 2005 · 2 yrs 7 mos
State Registrations7 states
FLGAMAMENCNHRI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Sean Condon - Financial Advisor | TrueAdvisor