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Angela Kay Shea

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

275 Hess Boulevard, Suite 100, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Angela is a partner at Garcia Garman & Shea, PC, where she handles accounting, tax preparation, and oversees payroll, dedicating nearly full-time hours. She is also an independent insurance agent, spending a few hours per week, and an executive advisor at Ambassador Advisors, dedicating a few hours per week. Additionally, Angela is the treasurer for Mount Gretna Foundation, a community organization, spending minimal time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Faithward Advisors, LLC
September 2012 - Present · 13 yrs 5 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
September 2012 - October 2024 · 12 yrs 1 mo
H.D. Vest Advisory Services, INC
November 2006 - September 2012 · 5 yrs 10 mos
H.D. Vest Investment ServicesBroker
November 2005 - September 2012 · 6 yrs 10 mos
State Registrations2 states
NCPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angela Kay Shea - Financial Advisor | TrueAdvisor