Shawna Bain, financial advisor Issaquah WA

Shawna Bain

CRD Number: 1881376
Current Firm: Merit Financial Advisors

Shawna Bain (CRD# 1881376) is an Investment Advisor Representative working at Merit Financial Advisors in Issaquah, WA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Merit Financial Group LLC Alpharetta, GA Apr 2023 - Current < 1
Lpl Financial, LLC Issaquah, WA Apr 2020 - Current 3
Financial Advocates Investment Management Issaquah, WA Apr 2020 - Apr 2023 3
Wells Fargo Advisors Financial Network, LLC Issaquah, WA Jan 2018 - Apr 2020 2
Wells Fargo Clearing Services, LLC Issaquah, WA Nov 2016 - Jan 2018 1
Wells Fargo Advisors LLC Issaquah, WA May 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Shawna K. Bain
Phone Number: 678-867-7050
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    7,252
    MILLIONS
  • Total Number of Accounts
    25,088
    ACCOUNTS
  • Average Account Value
    $289,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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