Christopher Shea
Christopher Shea is a registered investment advisor at VALIC Financial Advisors, INC., based in Wakefield, MA, with 7 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
301 Edgewater Place, Suite 100, Wakefield, MA, 01880
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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
Christopher is an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week. He also organizes monthly speakers for the Pelagic Sailing Club, requiring minimal time.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Hornor, Townsend & Kent, LLCBroker
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Girard Securities, INC.Broker
Vsr Financial Services, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLCBroker
Investors Capital CORP.Broker
Legend Equities CorporationBroker
Summit Brokerage Services, INC.Broker
First Allied Securities, INC.Broker
Cetera Advisor Networks LLCBroker
State Registrations5 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.