Edwin Shaw, financial advisor Bloomfield Hills MI

Edwin Shaw

CRD Number: 420502
Current Firm: Planning Alternatives Ltd

Edwin Shaw (CRD# 420502) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has 1 year of experience in the finance industry. Edwin Shaw has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Planning Alternatives Ltd Bloomfield Hills, MI Dec 2012 - Current 9
Planning Alternatives, Ltd. Bloomfield Hills, MI Nov 1982 - Dec 2012 30

Edwin Shaw has no recent exams reported.
Contact Info for Edwin B. Shaw
Phone Number: 248-645-1520
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    1,220
    MILLIONS
  • Total Number of Accounts
    669
    ACCOUNTS
  • Average Account Value
    $1,823,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, FL, GA, IL, IN, MA, MI, NC, NE, OH, TX, WA

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