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Heathrow Financial Advisors
The CrossleyShear Group/Raymond James Financial Services
1515 International Parkway, Suite 2019
Heathrow, FL 32746
(877) 953-7526
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“Your Life, Your Dreams, Your Goals... Our Commitment”
Advisor Profile
Name: Evan Shear
Website: Visit Website
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Business Description
The mission of our team is to help people gain control over their financial lives. All of our efforts are designed to meet this end. As we strive to achieve this we base our actions on our governing values. Our governing values are as follows:

Governing Values
1) Make a positive impact on peoples lives
2) We search for, live by, and teach sound financial principles
3) We produce a high quality service
4) We search for win/win situations
5) We welcome change for the better
6) We practice teamwork
7) We do things right and for the right reasons
 

General Information
Gender:    Male
CRD#:    3042660
Firm CRD#:    6694
Name of Broker/Dealer:    Raymond James Financial Services, Inc.
States Licensed in:    FL
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    5
I work with the following types of clients:    Businesses, Individual Investors
 

Education
Academic Background
 
Bachelor of Science degree - University of Florida
 

Services
Investment Types:    Alternative Investments, Options & Futures, Annuities, Stocks, Bonds
 

Qualifications & Memberships
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 9, Series 7, Series 10
Insurance and Annuity Licenses:    Variable Life, Annuity, Health, Life
Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA)
 

Firm Information
Number of Advisors in Office:    Up to 10 employees
 

Compliance
Registered Investment Advisor:    Yes
Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Hourly, Flat Fee, Based on Assets, Commissions
Fee % Based on Assets:    1%
Hourly Rate:    $150
Additional Details on Charges:    Asset Management Fees are based on a sliding schedule depending on size of portfolio managed.
 
 
 
Prepared By: Evan Shear
Most Recent Update: 08/29/2008