Shawn Broe (CRD# 6703937) is an Investment Advisor Representative working at First Command Advisory Services in Columbus, GA and has over 6 years of experience in the finance industry.
CRD# 2369218
Greatmark Investment Partners, Inc.
CRD# 4443823
Aja Financial LLC
CRD# 2217267
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth, TX | Jan 2018 - Current | 6 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Jan 2018 - Current | 6 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Jan 2018 - Current | 6 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Sep 2016 - Jan 2018 | 1 |
| U.s. Army | Fort Benning, GA | Oct 2012 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- AL
- GA
- TX
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, WY
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