Timothy Shea Email & Phone Number
Senior Vice President and Wealth Manager @ LPL Financial
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Timothy Shea Location
- San Marcos, CA, US
Timothy Shea Work
- Senior Vice President and Wealth Manager @ (September 2020 - Present)
- Senior Vice President and Wealth Manager @ Lucia Capital Group (January 2010 - Present)
- Registered Representative @ Lucia Securities, LLC (September 2011 - September 2020)
- Financial Advisor @ Raymond J Lucia Companies, Inc. (January 2008 - January 2010)
- Client Relationship Manager, Premier Banking and Investments @ (January 2003 - January 2008)
- Vice President - Managed Account Sales @ Scudder Private Investment Counsel (January 2001 - January 2002)
- Intermediary Sales @ Scudder Weisel Capital (January 1999 - January 2001)
- Sales and Client Service @ Scudder Investments (January 1990 - January 1999)
Timothy Shea Education
- Williams College
BA (History)
1986-1990 - Canterbury School
High School
1982-1986
Timothy Shea Skills
- Investment Advisory
- Alternative Investments
- Investment Strategies
- Life Insurance
- Series 65
- Wealth Management Services
- Investment Management
- Retirement
- Public Speaking
- Variable Annuities
- Financial Planners
- Financial Planning
- Financial Services
- Series 7
- Mutual Funds
- Series 6
- Investments
- Uniform Combined State Law
- Certified Financial Planner
- Fixed Annuities
- Securities
- Retirement Planning
- Retirement Plan Consulting
- Asset Management
- Management
- Business Development
- Portfolio Management
- Leadership
- Account Management
Timothy Shea Summary
- Timothy Shea, based in San Marcos, CA, US, is currently a Senior Vice President and Wealth Manager at LPL Financial. Timothy Shea brings experience from previous roles at Lucia Capital Group, Lucia Securities, LLC, Raymond J Lucia Companies, Inc. and Bank of America. Timothy Shea holds a 1986 - 1990 BA in History @ Williams College. With a robust skill set that includes Investment Advisory, Alternative Investments, Investment Strategies, Life Insurance, Series 65 and more. Timothy Shea has 5 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Timothy Shea?
Find contact details for 700 million professionals.
Others Named Timothy Shea
Timothy Shea
Director Talent Acquisition
New York, NY, US
Timothy Shea
VP of Operations
New York, NY, US
Timothy Shea
Vice President of Administration
Dover, NH, US
Timothy Shea
Director
Washington, DC, US
Timothy Shea
Senior Associate Director of Development Communications
Richmond, VA, US
Timothy Shea
CEO and President
United States
Timothy Shea
Associate Director
Washington, DC, US
Top LPL Financial Employees
Dean Phillips
Founder | Wealth Advisor
Vero Beach, FL, US
Scott Cupit
VP of Cloud Architecture
San Diego, CA, US
Maggie Medina
CEO and President, MCM Wealth Advisors, Inc.
San Diego, CA, US
Bradford Smith
President, Financial Advisor
Talbott, TN, US
Joe Lanser
Executive Vice President - Head of FP and A
San Diego, CA, US
Amy Difrancesco
Vice President, Sales Readiness
San Diego, CA, US
James Sands Jr
President
Fort Myers, FL, US
Blain Bogar
President and Wealth Management Advisor
Las Vegas, NV, US
Clyde French
President
Shreveport, LA, US
Emily Field
Chief People Officer
San Diego, CA, US
Matt Audette
President and Chief Financial Officer
New York, NY, US
Rich Steinmeier
Chief Executive Officer
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co