Shayne Atwood, financial advisor Cedar Springs MI
90 score

Shayne Atwood

CRD Number: 5628724
Current Firm: Edward Jones

Shayne Atwood (CRD# 5628724) is an Investment Advisor Representative working at Edward Jones in Cedar Springs, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO May 2016 - Current < 1
Netserv, Inc. (self Employed) Cedar Springs, MI Mar 2005 - Current 11
Bob And Shaney Duo Cedar Springs, MI Oct 2003 - Current 13
W&r Insurance Cedar Springs, MI Jan 2012 - May 2016 4
Waddell & Reed, Inc. Grand Rapids, MI Jun 2011 - May 2016 4
Jesse Langschied Grand Rapids, MI Jun 2011 - May 2016 4
Daniel R. Fagan Grand Rapids, MI Aug 2005 - May 2016 10
Jesse Langschied Grand Rapids, MI Nov 2008 - Jun 2011 2
Directions In Research Grand Rapids, MI Aug 2007 - Jan 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Shayne H. Atwood
Phone Number: 314-515-2000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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