Shane Carrier (CRD# 7249083) is an Investment Advisor Representative working at Uhler Vertich White Advisors in Fort Myers, FL and has over 3 years of experience in the finance industry. Shane Carrier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Uhler Vertich White Advisors | Fort Myers, FL | Jun 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Fort Myers, FL | Apr 2023 - Current | 1 |
| Self-employment | Spring Hill, TN | Jan 2020 - Current | 4 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2023 - Apr 2023 | < 1 |
| James Patton | Franklin, TN | Feb 2023 - Apr 2023 | < 1 |
| Troy Nunn | Franlin, TN | Feb 2023 - Apr 2023 | < 1 |
| Steven Tucker Greene | Franklin, TN | Feb 2023 - Apr 2023 | < 1 |
| Tre Tn Landon Killan | Franklin, TN | Feb 2022 - Apr 2023 | 1 |
| Tyler West | Franklin, TN | Feb 2022 - Apr 2023 | 1 |
| Northwestern Mutual Investment Services LLC | Franklin, TN | Nov 2020 - Apr 2023 | 2 |
| Ravenwood High School | Brentwood, TN | Feb 2020 - May 2022 | 2 |
| Student | Murfreesboro, TN | Aug 2019 - May 2021 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2020 - Feb 2021 | < 1 |
| Windy City Thunderbolts | Crestwood, IL | Apr 2019 - Aug 2019 | < 1 |
| Minnesota Twins | Minneapolis, MN | Jun 2016 - Mar 2019 | 2 |
| Student | Anaheim, CA | Apr 2010 - Jun 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2021 |
- FL
-
Total Assets Under Management466MILLIONS
-
Total Number of Accounts952ACCOUNTS
-
Average Account Value$489,496
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IN, LA, MI, NC, SC, TX
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