Shawn McIntyre (CRD# 2515495) is an Investment Advisor Representative working at Efs Advisors in Bemidji, MN and has over 29 years of experience in the finance industry.
CRD# 6546508
Raymond James Financial Services Advisors, Inc.
CRD# 2814998
Lpl Financial LLC
CRD# 5779833
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advanced Advisor Group LLC | Cambridge, MN | Oct 2018 - Current | 5 |
| Efs Advisors | Cambridge, MN | Oct 2018 - Current | 5 |
| Legacy | Vadnais Heights, MN | Aug 2018 - Sep 2018 | < 1 |
| White Bear Productions | Mahtomedi, MN | May 2017 - Aug 2018 | 1 |
| Basis | Forest City, IA | Nov 2015 - May 2017 | 1 |
| Feltl & Company | Minneapolis, MN | Dec 2003 - Nov 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
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Total Assets Under Management2,039MILLIONS
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Total Number of Accounts29,019ACCOUNTS
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Average Account Value$70,267
- A percentage of assets under your management
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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- Educational seminars/workshops
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