Gordon Schurch Shearer

Employer firm

Cra Financial Services, L.l.c. CRD 124004

$1.69B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 09/2017
  Comprehensive Financial Professionals, Llc
  Lansdale, PA
• 12/2012 → 08/2017
  National Planning Cooperation
  Lansdale, PA
• 12/2012 → 09/2017
  Comprehensive Advisors, Llc
  Lansdale, PA
• 12/2012 → 09/2017
  Integrity Investment Advisors, Llc
  Lansdale, PA
• 09/2010 → 08/2017
  Shearer Josuweit & Company
  Montgomeryville, PA
• 09/2017 → Present
  Cra Financial Services, L.L.C.
  Northfield, NJ
• 09/2017 → Present
  Capaldi, Reynolds & Pelosi, P.A.
  Northfield, NJ

Previous Registrations

• 2017-10-02 → 2017-12-06
  Comprehensive Advisors, Llc
  Lansdale, PA
• 2012-12-04 → 2017-09-08
  Integrity Investment Advisors, Llc
  Lansdale, PA
• 2012-12-18 → 2017-08-31
  National Planning Corporation
  Lansdale, PA
• 2011-09-12 → 2012-12-14
  Lpl Financial Llc
  Paramus, NJ
  Lansdale, PA
• 2011-07-01 → 2011-07-29
  Park Avenue Securities Llc
  Montgomeryville, PA
  King Of Prussia, PA
  Montgomeryville, PA
• 2008-04-22 → 2011-02-14
  Prestige Wealth Management Group, Llc
  Flemington, NJ
• 2008-02-26 → 2010-09-20
  Lpl Financial Llc
  Flemington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2008-02-19
• S63 Uniform Securities Agent State Law Examination
  2005-07-20

Designations

• Certified Financial Planner

Other Names

• Gordon None Shearer
• Gordon S Shearer
• Gordon S Shearer