Shawna Larson, financial advisor Lubbock TX
93 score

Shawna Larson

CRD Number: 2995414
Current Firm: Raymond James Financial Services Advisors, Inc.

Shawna Larson (CRD# 2995414) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lubbock, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Lubbock, TX Mar 2012 - Current 4
City Bank Lubbock, TX Mar 2012 - Current 4
Pawn Lubbock Lubbock, TX Mar 2012 - Current 4
Empire Pawn Shop, Inc/ Pawn Lubbock Lubbock, TX Dec 2009 - Current 7
Wells Fargo Advisors LLC Lubbock, TX Jan 2011 - Mar 2012 1
Wells Fargo Investments, LLC San Francisco, CA Dec 2000 - Jan 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Shawna D. Larson
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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