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Angela Kay Shea

Faithward Advisors, LLC

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About Angela Kay Shea

Angela Shea is a financial advisor with over 17 years of experience in the industry. She has a Series 6, 7, and 63 license, and has worked with Faithward Advisors, LLC since 2012. Angela specializes in providing financial advice and portfolio management services to individuals, families, and businesses. In addition to her role at Faithward Advisors, Angela is a partner at Garcia Garman & Shea, PC, an accounting and tax firm, and has a number of other business interests.

Firm Information

Angela Shea is currently registered with Faithward Advisors, LLC. Faithward Advisors, LLC is an investment advisor based in Lancaster, PA, with approximately $740.96 million in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They serve a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Faithward Advisors, LLC

275 HESS BOULEVARD

LANCASTER, PA 17601

$740.96M

Assets Under Management

10

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of net worth/third party advisory fees

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Angela Shea’s Registration & Firm History

PA

09/26/2012 - Present

Faithward Advisors, LLC (LANCASTER PA)

PA

11/18/2005 - 09/24/2012

H.D. VEST INVESTMENT SERVICES (LEBANON PA)

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Licenses & Designations

BC

Issued 11/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2007

Series 7 - General Securities Representative Examination

BC

Issued 11/17/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Kay Shea.
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