Shawn Bostic (CRD# 2132487) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 30 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Austin, TX | Sep 2019 - Current | 4 |
| Kestra Advisory Services, LLC | Austin, TX | Sep 2019 - Current | 4 |
| Dr. Shawn Washington | Farmers Branch, TX | Jul 2018 - Current | 5 |
| Hd Vest Investment Services | Irving, TX | Aug 2017 - Sep 2019 | 2 |
| Hd Vest Advisory Services | Irving, TX | Aug 2017 - Sep 2019 | 2 |
| Shawn Washington Licensed Real Estate Broker | Greenville, TX | Jan 2010 - Jan 2019 | 9 |
| Shawn Washington Broker/realtor | Greenville, TX | Oct 2006 - Jan 2019 | 12 |
| The Circle E Ranch Compliance Diagnostic | Dallas, TX | Apr 2016 - May 2018 | 2 |
| Compliance Diagnostics F/k/a The Circle E Ranch | Farmers Branch, TX | Apr 2016 - May 2018 | 2 |
| Compliance Diagnostics F/k/a The Circle E Ranch | Farmers Branch, TX | Apr 2016 - May 2018 | 2 |
| Advisor Solutions Group | Newport Beach, CA | Aug 2015 - Oct 2016 | 1 |
| American Beacon Advisors | Irving, TX | Dec 2012 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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