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Stacy Allison Shealy

Lincoln Financial Distributors, Inc.

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About Stacy Allison Shealy

Stacy Allison Shealy is a financial professional with over 10 years of experience in the industry. Stacy has held several positions at firms such as Fidelity Investments Institutional Services Company, Inc. and T. Rowe Price Investment Services, Inc.. Stacy is currently registered with Lincoln Financial Distributors, Inc. Stacy holds the Series 7, 24 and 66 securities licenses as well as the SIE exam certification.

Firm Information

Stacy Shealy is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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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Stacy Shealy’s Registration & Firm History

PA

01/24/2019 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

CO

01/16/2018 - 07/09/2018

ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)

CO

05/29/2015 - 12/31/2017

ALPS DISTRIBUTORS, INC. (DENVER CO)

CO

07/12/2014 - 05/21/2015

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

RI

02/26/2013 - 04/02/2014

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MD

09/28/2011 - 09/21/2012

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

MA

09/13/2004 - 07/10/2007

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2014

Series 24 - General Securities Principal Examination

BC

Issued 07/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacy Allison Shealy.
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