Shauna KehrmeyerCRD Number: 7072132
Current Firm: Capital Analysts
Shauna Kehrmeyer (CRD# 7072132) is an Investment Advisor Representative working at Capital Analysts in Braintree, MA and has over 3 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Lincoln Investment LLC||Fort Washington, PA||Sep 2019 - Current||3|
|Capital Analysts||Fort Washington, PA||Sep 2019 - Current||3|
|Infinex Investments - Finra Fingerprint||Meriden, CT||Feb 2019 - Aug 2019||< 1|
|Equitable Bank||East Weymouth, MA||Jun 2008 - Aug 2019||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management7,080MILLIONS
Total Number of Accounts19,403ACCOUNTS
Average Account Value$364,906
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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