Unclaimed
John Link Shea is a registered investment advisor representative with Brandywine Global Investment Management, LLC. John has been in the securities industry since 2001. John's previous employment was with Managers Distributors, Inc. in Stamford, Connecticut. John has passed the Series 3, 6, 7, and 63 exams. John specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John works with various client types, including high net worth individuals, investment companies, insurance companies, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model-only portfolios
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Asset-based fee from model-only recipients
1
2
PA
03/05/2010 - Present
Brandywine Global Investment Management, LLC (PHILADELPHIA PA)
CT
02/26/2002 - 07/03/2006
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
BC
Issued 04/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2013
Series 3 - National Commodity Futures Examination
BC
Issued 01/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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