Shayla Cloutier (CRD# 6154786) is an Investment Advisor Representative working at Edward Jones in Lincoln, CA and has over 11 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | Apr 2020 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Newport Beach, CA | Nov 2016 - Apr 2020 | 3 |
| Wells Fargo Bank Na | Newport Beach, CA | Jul 2004 - Apr 2020 | 15 |
| Wells Fargo Advisors LLC | Newport Beach, CA | Jan 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- CA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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