Shane Brown
CRD Number: 5556805Current Firm: Raymond James Financial Services Advisors, Inc.
Compensation Model: Both
Shane Brown (CRD# 5556805) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clinton Township, MI and has over 10 years of experience in the finance industry. He has a Master's Degree in Finance specializing in Financial Planning
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 3151669
Esi Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Harrison Township, MI | Oct 2021 - Current | 2 |
| Raymond James Financial Services Advisors, Inc. | Harrison Township, MI | Oct 2021 - Current | 2 |
| Raymond James & Associates | Macomb, MI | May 2014 - Oct 2021 | 7 |
| Edward Jones | St Louis, MO | Jun 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
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, WY
Raymond James financial advisors may only conduct business with
residents of the states and/or jurisdictions for which they are properly registered.
Therefore, a response to a request for information may be delayed. Please note
that not all of the investments and services mentioned are available in every state.
Investors outside of the United States are subject to securities and tax regulations
within their applicable jurisdictions that are not addressed on this site. Contact
your local Raymond James office for information and availability. Please follow
this link to additional disclosures: http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
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