Shawn Defoe, financial advisor Lafayette LA

Shawn Defoe

CRD Number: 3121979
Current Firm: Integrity Ria, LLC

Shawn Defoe (CRD# 3121979) is an Investment Advisor Representative working at Integrity Ria, LLC in Lafayette, LA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Integrity Financial, LLC Lafayette, LA May 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Nov 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shawn M. Defoe
Phone Number: 337-654-0608
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    1,840
    ACCOUNTS
  • Average Account Value
    $59,964
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, FL, GA, LA, MS, NE, TX

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