SH
Shayna L. Harvey
INSIGHT TOTAL STEWARDSHIP
Havertown, PA 19083
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CRD#: 4192481
SH
Professional summary
Shayna Lynne Harvey, CFP®, who also goes by Shayna Lynne Lear, Shayna Lear, is a registered financial advisor currently at INSIGHT TOTAL STEWARDSHIP located in Havertown, Pennsylvania.
Shayna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Shayna has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shayna Lynne Lear | Shayna Lear
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I VOLUNTEER FOR THE INSTITUTE FOR FINANCIAL SUCCESS (IFS), A NON-INVESTMENT RELATED ACTIVITY. IFS IS THE FINANCIAL MINISTRY AT NEW COVENANT CHURCH OF PHILADELPHIA. I AM OCCASIONALLY SELECTED TO FACILITATE A WORKSHOP ON FINANCES AND RECIEVE AN OCCASIONAL HONORARIUM. I AM ALSO THE PROGRAM DIRECTOR FOR THE ORGANIZATION. I DEVOTE APPROXIMATLEY 10 HOURS A MONTH TO THIS SERVICE. I BEGAN WORKING WITH THIS ORGANIZATION IN JANUARY 2001. I DEVOTE NO TIME TO THIS DURING NORMAL TRADING HOURS. THE ADDRESS OF THE ORGANIZATION IS 7500 GERMANTOWN AVE, PHILADELPHIA, PA 19119. EFFECTIVE 12/1/2008, OWNER OF RENTAL PROPERTY. LESS THAN 20 HOURS PER MONTH WILL BE DEDICATED TO THIS ACTIVITY, LESS THAN 4 HOURS DURING BUSINESS HOURS. 1.Full Legal Business Name-The Insight Insurance Group 2.Is the Business investment-related? (yes/no) - NO 3.Address- 700 Edmonds Ave Drexel Hill, PA 19026 4.What is the nature of the other business? - Insurance Sales 5.Your position, title, or relationship. - President/Owner 6.Start date of your relationship (mm/year) - 09/2015 7.Approximate hours a month spent on the other business - 10 8.Approximate hours during trading spent on the other business - 10 9.Approximate percentage of time and income related to the business. - 30% of income; 30% of time 10.Briefly describe your duties relating to the other business.- Selling insurance to financial planning clients if needed; Using annuities as a solution to financial planning strategy and implementation 1.Full Legal Business Name - Shaylear Financial, LLC 2.Is the Business investment-related? (yes/no) - Yes (not securities; real estate investing for buy and hold property) 3.Address - PO Box 22, Drexel Hill, PA 19026 4.What is the nature of the other business? - Buy and hold rental real estate; 5.Your position, title, or relationship.- President/Owner and Operator 6.Start date of your relationship (mm/year)- 02/2010 7.Approximate hours a month spent on the other business- 3 8.Approximate hours during trading spent on the other business - 0 9.Approximate percentage of time and income related to the business. - Less than 10% 10.Briefly describe your duties relating to the other business. - I own 2 properties in the West Philadelphia area which are residential rental properties. Insight Total Stewardship- Owner and Managing Member of The Insight Advisory Group d/b/a/ Insight Total Stewardship. Responsible for the investment advice, management and financial planning and advice of the firm.
CRS (Client Relationship Summary) - RIA
Click below to view Shayna Lynne Harvey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
January 7, 2016 - Present
INSIGHT TOTAL STEWARDSHIP
Office #1: 525 West Chester Pike Suite 312, Havertown, PA 19083RIA
CRD#: 281229
Havertown, PA
Past
June 8, 2010 - December 10, 2015
SIMON CAPITAL MANAGEMENT
RIA
CRD#: 132581
ARDMORE, PA
Past
May 7, 2007 - February 8, 2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
PHILADELPHIA, PA
Past
May 4, 2007 - February 8, 2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
PHILADELPHIA, PA
Past
July 14, 2003 - February 1, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
CONSHOHOCKEN, PA
Past
July 18, 2000 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 18, 2000 - February 1, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
CONSHOHOCKEN, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(1/7/2016)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
IT
INSIGHT TOTAL STEWARDSHIP
INSIGHT TOTAL STEWARDSHIP | THE INSIGHT ADVISORY GROUP, LLC | ITS
CRD#: 281229 / SEC#:
Pennsylvania
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Contact information
Main Address
525 West Chester Pike Suite 312, Havertown, PA 19083
Mailing Address
Phone number
(484) 455-7875
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 182 |
| AUM (Assets Under Management) | $ 20,148,665 |
Red Flags
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