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Shaun Thomas Carney

Agdeavor Investments

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About Shaun Thomas Carney

Shaun Thomas Carney is an Investment Adviser Representative at Agdeavor Investments, where he has been registered since December 2018. Prior to this, Shaun worked at Bolt Financial Group, Inc. and Edward Jones. Shaun is registered in California, Colorado, Florida, Maryland, New York, North Carolina, Ohio, Texas, and Virginia. Shaun is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Shaun is also a C-17A pilot in the United States Air Force Reserves.

Firm Information

Shaun Carney is currently registered with Agdeavor Investments. Agdeavor Investments is an investment advisory firm with 3 investment adviser representatives. They manage approximately $23,734,335 in assets for 164 clients, including 7 high-net-worth individuals and 61 individuals other than high-net-worth individuals. They provide portfolio management for businesses and individuals.

$23.73M

Assets Under Management

Not reported

Total Clients

3

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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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.

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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percentage of assets

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

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Shaun Carney’s Registration & Firm History

OH

01/04/2019 - Present

Agdeavor Investments (WORTHINGTON OH)

MO

08/29/2017 - 11/03/2017

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 09/16/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shaun Thomas Carney.
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