SC
CFP
SC
CFP

Sean Clancy

7 Years of Experience
Shleby Township, MI
BrokerSells Insurance

Sean Clancy is a CFP-designated registered investment advisor, based in Shleby Township, MI, with 7 years of industry experience.

Location

45656 Village Blvd, Shleby Township, MI, 48315

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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 an employee for Shipt, ISC Korea, and Provision Financial, and is involved in vehicle rentals through Turo. He also works as a Notary Public, an advisory representative of a RIA, an independent insurance agent, a basketball coach, and a board member for PDGA. Sean dedicates nearly full-time hours to his role as an advisory rep of a RIA.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2022 - Present · 4 yrs 2 mos
Cambridge Investment Research, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
LPL Financial LLC
March 2019 - April 2022 · 3 yrs 1 mo
LPL Financial LLCBroker
December 2018 - April 2022 · 3 yrs 4 mos
State Registrations9 states
ALAZFLGALAMAMINCTX
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.