Shon E. Flaharty, Cfp®, Aif®

Shon E. Flaharty, Cfp®, Aif® Email and Phone Number

CEO | Managing Partner at Flaharty Asset Management, LLC @ Flaharty Asset Management, LLC
Shon E. Flaharty, Cfp®, Aif®'s Location
Clearwater, Florida, United States, United States
About Shon E. Flaharty, Cfp®, Aif®

Financial advisor since 1995 and a registered principal of LPL Financial since 2007. Attended the University of Miami (FL) on a football scholarship while earning a BBA in Finance in 1987. Earned Certified Financial Planner designation while at Merrill Lynch as a Senior Financial Advisor for approximately 10 years. Also worked as a Senior Vice President and Private Client Advisor at the Private Bank at Bank of America for over three years.Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advice offered through Flaharty Asset Management a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completedness.Specialties: Certified Financial Planner ™ (CFP®) Wealth Management Advisor designationRegistrations & Licenses held with LPL Financial:Series 7 General Securities Registered Representative Series 24 Registered Securities Principal Series 63 Uniform Securities Agent State Law Held through Flaharty Asset Management, LLC:Series 65 Uniform Investment Advisor Act Life Insurance, Health Insurance, Variable Annuity

Shon E. Flaharty, Cfp®, Aif®'s Current Company Details
Flaharty Asset Management, LLC

Flaharty Asset Management, Llc

View
CEO | Managing Partner at Flaharty Asset Management, LLC
Shon E. Flaharty, Cfp®, Aif® Work Experience Details
  • Flaharty Asset Management, Llc
    President, Ceo
    Flaharty Asset Management, Llc Sep 2007 - Present
    Clearwater, Fl, Us
    Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to contact section above.Investment advice offered through Flaharty Asset Management, a registered investment advisor and separate entity from LPL Financial.
  • Bank Of America - Private Bank
    Vice President
    Bank Of America - Private Bank Apr 2004 - Sep 2007
    Charlotte, Nc, Us
  • Merrill Lynch
    Vice President, Senior Financial Advisor
    Merrill Lynch Jun 1995 - Apr 2004
    New York, Ny, Us

Shon E. Flaharty, Cfp®, Aif® Education Details

  • University Of Miami
    University Of Miami
    Finance
  • Largo Senior High School
    Largo Senior High School

Frequently Asked Questions about Shon E. Flaharty, Cfp®, Aif®

What company does Shon E. Flaharty, Cfp®, Aif® work for?

Shon E. Flaharty, Cfp®, Aif® works for Flaharty Asset Management, Llc

What is Shon E. Flaharty, Cfp®, Aif®'s role at the current company?

Shon E. Flaharty, Cfp®, Aif®'s current role is CEO | Managing Partner at Flaharty Asset Management, LLC.

What schools did Shon E. Flaharty, Cfp®, Aif® attend?

Shon E. Flaharty, Cfp®, Aif® attended University Of Miami, Largo Senior High School.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.