Shardea
Ages
Collective Wealth Partners, LLC
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About this Advisor
Shardea Ages is a certified financial planner who works in Atlanta, Georgia with a total of 2 years of industry experience. Ages works at Collective Wealth Partners, LLC. Over the course of their career, they have held roles at American General Life, Primerica Financial Services, Pfs Investments Inc, On Site Staffing, American Residential Properties, Western Southern, W&S Brokerage Services, Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Pnc Bank, Demanding Artistic Excellence, Productions, Pnc Investments, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc and Collective Wealth Partners, LLC (Formerly Altruist Wealth Ptnrs). Ages holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia and Texas. Collective Wealth Partners, LLC is an advisory business that has its headquarters in Atlanta, GA. The company has offices in two locations and just four people on staff. It controls $25 million in assets across its 422 accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 422 client accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Collective Wealth Partners, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Collective Wealth Partners, LLC Brokerage Details
$24,847,254
4
422
$58,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Shardea Ages Work History
Shardea has been registered as a financial advisor for 2 years.*
Collective Wealth Partners, LLC (Formerly Altruist Wealth Ptnrs)
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Pnc Bank
Pnc Investments
Pnc Bank
Demanding Artistic Excellence, Productions
Pnc Investments
Western Southern
W&S Brokerage Services
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Primerica Financial Services
Pfs Investments Inc
On Site Staffing
American Residential Properties
American General Life
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shardea Ages to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Collective Wealth Partners, LLC
Atlanta, GA
Aurora, CO
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
