Timothy Shea Email & Phone Number
Senior Vice President and Wealth Manager @ LPL Financial
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Timothy Shea Location
- San Marcos, CA, US
Timothy Shea Work
- 2020 -now Senior Vice President and Wealth Manager @
- 2010 -now Senior Vice President and Wealth Manager @ Lucia Capital Group
- 2011 -2020 Registered Representative @ Lucia Securities, LLC
- 2008 -2010 Financial Advisor @ Raymond J Lucia Companies, Inc.
- 2003 -2008 Client Relationship Manager, Premier Banking and Investments @
- 2001 -2002 Vice President - Managed Account Sales @ Scudder Private Investment Counsel
- 1999 -2001 Intermediary Sales @ Scudder Weisel Capital
- 1990 -1999 Sales and Client Service @ Scudder Investments
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 4 emails and 4 mobile phone numbers on RocketReach.
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