Shawn Terrell (CRD# 5962224) is an Investment Advisor Representative working at Dentist Exit Planning in Windsor Heights, IA and has over 12 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Terrell Advisors, LLC | Windsor Heights, IA | Jun 2021 - Current | 2 |
| Guardian Life Insurance Company | Clive, IA | Jun 2011 - Current | 12 |
| Park Avenue Securities | Clive, IA | Aug 2011 - Jun 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- IA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$315,625
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
IA
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