Shane Fallot (CRD# 3241557) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Issaquah, WA and has over 21 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Issaquah, WA | Feb 2021 - Current | 3 |
| U.s. Bank | Issaquah, WA | Feb 2021 - Current | 3 |
| Jp Morgan Securities LLC | Gig Harbor, WA | Oct 2017 - Feb 2021 | 3 |
| Jp Morgan Chase Bank | Gig Harbor, WA | Oct 2017 - Feb 2021 | 3 |
| State Farm | Tacoma, WA | Feb 2017 - Oct 2017 | < 1 |
| Shane Fallot | Oklahoma City, OK | Jan 2016 - Jan 2017 | 1 |
| Trader Joe's | Oklahoma City, OK | Aug 2016 - Dec 2016 | < 1 |
| Asset Services Company, LLC | Oklahoma City, OK | Dec 2012 - Jan 2016 | 3 |
| Investrust Wealth Management, Llc/investrust Consulting, LLC | Oklahoma City, OK | Dec 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2002 |
| S63 | Uniform Securities State Law Examination | Dec 2017 |
- WA
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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