Shon E. Flaharty, Cfp®, Aif® Email and Phone Number
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
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President, CeoFlaharty Asset Management, Llc Sep 2007 - PresentClearwater, Fl, UsSecurities 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. -
Vice PresidentBank Of America - Private Bank Apr 2004 - Sep 2007Charlotte, Nc, Us -
Vice President, Senior Financial AdvisorMerrill Lynch Jun 1995 - Apr 2004New York, Ny, Us
Shon E. Flaharty, Cfp®, Aif® Education Details
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University Of MiamiFinance -
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.
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