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William Harold Sheavly

SHEAVLY FINANCIAL GROUP, INC.·VIRGINIA BEACH, Virginia
Clean recordSHEAVLY FINANCIAL GROUP, INC.
324 SOUTHPORT CIRCLE, SUITE 103, VIRGINIA BEACH, VA 23452CRD# 1021142Firm CRD# 157164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Harold Sheavly · VIRGINIA BEACH, VA
Registration
CRD #1021142 · SHEAVLY FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Harold Sheavly is a registered financial advisor based in VIRGINIA BEACH, Virginia, affiliated with SHEAVLY FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SHEAVLY FINANCIAL GROUP, INC.
SHEAVLY FINANCIAL GROUP, INC.
AUM
$30M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SHEAVLY FINANCIAL GROUP, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1021142
Firm CRD# 157164
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Harold Sheavly offer?
William Harold Sheavly specializes in Investment Management, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.
What are William Harold Sheavly's credentials?
William Harold Sheavly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Harold Sheavly located?
William Harold Sheavly is based in VIRGINIA BEACH, Virginia, working with SHEAVLY FINANCIAL GROUP, INC.. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.
How does William Harold Sheavly charge for services?
William Harold Sheavly's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHEAVLY FINANCIAL GROUP, INC.?
SHEAVLY FINANCIAL GROUP, INC. has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHEAVLY FINANCIAL GROUP, INC.

Karrie Ann Thomas
VIRGINIA BEACH, VA
Seba Breedlove Sheavly
VIRGINIA BEACH, VA

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