Sean Alan Hussey

16 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Wealthshield Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

1,140 clients

Average Client Portfolio

$948K average

Assets Under Management

$1.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

2500 Regency Parkway, Cary, NC, 27518

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Wealthshield Partners, LLC

December 2021 - Present · 4 yrs 2 mos

Previous Registrations

Harborview Advisors

April 2015 - December 2021 · 6 yrs 8 mos

Kovack Securities INC.Broker

April 2015 - December 2021 · 6 yrs 8 mos

Kovack Advisors, INC.

April 2015 - April 2015 · 0 mos

Ameriprise Financial Services, INC.

October 2011 - April 2015 · 3 yrs 6 mos

Ameriprise Financial Services, INC.Broker

October 2011 - April 2015 · 3 yrs 6 mos

Ameriprise Financial Services, INC.

December 2008 - April 2011 · 2 yrs 4 mos

Ameriprise Financial Services, INC.Broker

November 2008 - April 2011 · 2 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.