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Shea Patrick Harvey

First Command Advisory Services

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About Shea Patrick Harvey

Shea Harvey is an investment advisor representative with First Command Advisory Services. Shea has been in the financial services industry since December 2014. Shea has a Series 7 and Series 63 license and is registered in Delaware, Florida, Louisiana, Maine, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Shea is also licensed as an investment advisor representative in New Jersey and Texas. Shea has specialized in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Shea Harvey is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

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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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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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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Shea Harvey’s Registration & Firm History

NJ

10/03/2022 - Present

First Command Advisory Services (Mount Laurel NJ)

NJ

10/10/2014 - 03/08/2018

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

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Licenses & Designations

IA

Issued 06/04/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shea Patrick Harvey.
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