Shawn Barnum, financial advisor Latham NY
90 score

Shawn Barnum

CRD Number: 6013419
Current Firm: Valic Financial Advisors, Inc.

Shawn Barnum (CRD# 6013419) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Latham, NY and has over 4 years of experience in the finance industry.

Similar Advisors
Cullen Breen, CFP®, financial advisor Latham NY
Cullen Breen, CFP®
CRD# 5818590
Dutch Asset Corporation
Score
103
Similar Advisors
Howard Madlin, financial advisor Latham NY
Howard E. Madlin
CRD# 2905045
Cetera Investment Advisers LLC
Score
101
Similar Advisors
Cory Bonanno, financial advisor Latham NY
Cory C. Bonanno
CRD# 5532063
Cetera Advisor Networks LLC
Score
100
Company Name Location Dates Years
Valic Financial Advisors, Inc. Latham, NY Feb 2014 - Current 2
Axa Advisors Williamsville, NY Jan 2012 - Feb 2014 2
Unemployed Tonawanda, NY Jan 2012 - Jan 2012 < 1
Tonawanda City Schools Tonawanda, NY Aug 2002 - Jan 2012 9
Banchetti By Rizzo's Amherst, NY Mar 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Shawn E. Barnum
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • MD
  • NJ
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from Shawn Barnum and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.