Joseph
Shea
Horizon Family Wealth, Inc
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About this Advisor
Joseph Shea is a financial advisor based in Chicago, Illinois with 2 years of relevant experience. Shea currently works for Horizon Family Wealth, Inc. Shea has gained experience at Raymond James Financial Services, Shea Financial Group, Raymond James Financial Services Advisors, Inc, Lpl Financial LLC, Riverpoint Wealth Management Holdings, LLC and Horizon Family Wealth, LLC. Shea maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Horizon Family Wealth, Inc is a firm based out of Chicago, IL. It oversees $150 million in assets across its 365 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 365 client accounts, 62% are held by high-net-worth clients who have more than $1 million in investable assets. Horizon Family Wealth, Inc has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees usually depend on which service is provided. Fee types billed by Horizon Family Wealth, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horizon Family Wealth, Inc Brokerage Details
$150,234,156
2
365
$411,600
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Shea Work History
Joseph has been registered as a financial advisor for 2 years.*
Horizon Family Wealth, LLC
Shea Financial Group
Lpl Financial LLC
Riverpoint Wealth Management Holdings, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
*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 Joseph Shea 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 Horizon Family Wealth, Inc
Chicago, IL
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