Anthony Shinault (CRD# 7071342) is an Investment Advisor Representative working at Avantax Advisory Services in Galax, VA and has over 4 years of experience in the finance industry. Anthony Shinault 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# 5934327
Edward Jones
CRD# 3218183
Edward Jones
CRD# 729119
Sustainable Advisors Alliance LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan & Shinault Wealth Advisors | Galax, VA | Jun 2023 - Current | < 1 |
| Morgan Financial Group LLC | Galax, VA | Jun 2023 - Current | < 1 |
| Avantax Investment Services Inc. | Galax, VA | May 2023 - Current | 1 |
| Avantax Advisory Services | Galax, VA | May 2023 - Current | 1 |
| Avantax Insurance Services | Galax, VA | May 2023 - Current | 1 |
| Roto Sports Inc. | Galax, VA | Oct 2022 - Current | 1 |
| Jagerbombs Fantasy Sports | Galax, VA | Jul 2021 - Current | 2 |
| Morgan Financial Group LLC | Galax, VA | May 2023 - Jun 2023 | < 1 |
| Morgan & Shinault Wealth Advisors | Galax, VA | May 2023 - Jun 2023 | < 1 |
| Roto Sports Inc. | Galax, VA | Oct 2022 - Jun 2023 | < 1 |
| Plott & French Financial Advisors | Radford, VA | Feb 2019 - May 2023 | 4 |
| Geneos Wealth Management, Inc. | Radford, VA | Feb 2019 - May 2023 | 4 |
| Joel Isaacson & Co | New York, NY | Jul 2017 - Feb 2019 | 1 |
| C & C Fencing | Woodlawn, VA | Dec 2015 - Jul 2017 | 1 |
| Cvs Pharmacy | Hillsville, VA | Sep 2012 - Feb 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
- VA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, VT, WA, WI, WV, WY
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