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

CEO | Managing Partner at Flaharty Asset Management, LLC at Flaharty Asset Management, LLC
Location: Clearwater, Florida, United States 3 work roles 2 schools
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Role
CEO | Managing Partner at Flaharty Asset Management, LLC
Location
Clearwater, Florida, United States

Who is Shon E. Flaharty, Cfp®, Aif®? Overview

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Shon E. Flaharty, Cfp®, Aif® is listed as CEO | Managing Partner at Flaharty Asset Management, LLC at Flaharty Asset Management, LLC, based in Clearwater, Florida, United States. AeroLeads shows a matched LinkedIn profile for Shon E. Flaharty, Cfp®, Aif®.

Shon E. Flaharty, Cfp®, Aif® previously worked as President, CEO at Flaharty Asset Management, Llc and Vice President at Bank Of America - Private Bank. Shon E. Flaharty, Cfp®, Aif® holds Bba, Finance from University Of Miami.

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Email format at Flaharty Asset Management, LLC

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Flaharty Asset Management, LLC

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Profile bio

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

Current workplace

Shon E. Flaharty, Cfp®, Aif®'s current company

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Flaharty Asset Management, LLC
Flaharty Asset Management, Llc
CEO | Managing Partner at Flaharty Asset Management, LLC
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3 roles

Shon E. Flaharty, Cfp®, Aif® work experience

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President, Ceo

Current

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.

Sep 2007 - Present

Vice President, Senior Financial Advisor

New York, NY, US

Jun 1995 - Apr 2004
2 education records

Shon E. Flaharty, Cfp®, Aif® education

Bba, Finance

University Of Miami

Education record

Largo Senior High School
FAQ

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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 Flaharty Asset Management, LLC?

Shon E. Flaharty, Cfp®, Aif® is listed as CEO | Managing Partner at Flaharty Asset Management, LLC at Flaharty Asset Management, LLC.

Where is Shon E. Flaharty, Cfp®, Aif® based?

Shon E. Flaharty, Cfp®, Aif® is based in Clearwater, Florida, United States while working with Flaharty Asset Management, LLC.

What companies has Shon E. Flaharty, Cfp®, Aif® worked for?

Shon E. Flaharty, Cfp®, Aif® has worked for Flaharty Asset Management, Llc, Bank Of America - Private Bank, and Merrill Lynch.

How can I contact Shon E. Flaharty, Cfp®, Aif®?

You can use AeroLeads to view verified contact signals for Shon E. Flaharty, Cfp®, Aif® at Flaharty Asset Management, LLC, including work email, phone, and LinkedIn data when available.

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

Shon E. Flaharty, Cfp®, Aif® holds Bba, Finance from University Of Miami.

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