John McShan, financial advisor Bowie TX
93 score

John McShan

CRD Number: 1791276
Current Firm: Investment Professionals, Inc.

John McShan (CRD# 1791276) is an Investment Advisor Representative working at Investment Professionals, Inc. in Bowie, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Professionals Inc. San Antonoi, TX Feb 2014 - Current 2
Legend Bank Fka Firdst National Bank Of Bowie Bowie, TX Dec 1996 - Current 20
Raymond James Financial Services Advisors, Inc. Bowie, TX Jan 2009 - Feb 2014 5
Raymond James Financial Services Bowie, TX Nov 2006 - Feb 2014 7
Primevest Financial Services, Inc. Bowie, TX Dec 1996 - Nov 2006 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
Contact Info for John F. McShan
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $236,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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