JS
Joseph Shea
from Horizon Family Wealth, Inc.
Joseph Shea is a financial advisor based in Illinois, Chicago,
with 28 years of experience. Joseph currently works for
Horizon Family Wealth, Inc..
Joseph maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joseph Shea works at Horizon Family Wealth, Inc.
Horizon Family Wealth, Inc. is a financial advisory firm based in Chicago, Illinois. It currently has approximately $150,234,156 of assets under management and employs about 2 people. Horizon Family Wealth, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
22 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
150 North Wacker Drive, Suite 2010, Chicago, Illinois, 60606
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