Unclaimed Profile

Christopher Maxime Shea

WEALTHSOURCE PARTNERS, LLC·SAN LUIS OBISPO, California

Series 7, Series 66Clean record25 years registeredWEALTHSOURCE PARTNERS, LLC

735 TANK FARM ROAD, SAN LUIS OBISPO, CA 93401CRD# 4244023Firm CRD# 282202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Maxime Shea · SAN LUIS OBISPO, CA

Registration

CRD #4244023 · WEALTHSOURCE PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

WEALTHPLAN INVESTMENT MANAGEMENT LLC

Oct 2024 – present

WEALTHSOURCE®

Jun 2019 – Jun 2024

OLD GREENWICH, CT

CATAMETRICS MANAGEMENT, LLC

Jan 2017 – Dec 2018

WESTPORT, CT

CATAMETRICS MANAGEMENT, LLC

Sep 2014 – Dec 2016

WESTPORT, CT

US FINANCIAL ADVISORS, LLC

Jan 2012 – Aug 2014

BRAINTREE, MA

US FINANCIAL ADVISORS, LLC

May 2001 – Oct 2007

BRAINTREE, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 3, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHSOURCE PARTNERS, LLC

CRD 282202 · SEC 801-107199

AUM

$2.1B

Regulatory assets under management

Employees

6,245 client accounts

Services offered by WEALTHSOURCE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSOURCE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Maxime Shea offer?

Christopher Maxime Shea specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are Christopher Maxime Shea's credentials?

Christopher Maxime Shea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Maxime Shea located?

Christopher Maxime Shea is based in SAN LUIS OBISPO, California, working with WEALTHSOURCE PARTNERS, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.

How does Christopher Maxime Shea charge for services?

Christopher Maxime Shea's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHSOURCE PARTNERS, LLC?

WEALTHSOURCE PARTNERS, LLC has approximately 50 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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