Shane Stradley, financial advisor Lutz FL

Shane Stradley

CRD Number: 5638208
Current Firm: Primerica Advisors

Shane Stradley (CRD# 5638208) is an Investment Advisor Representative working at Primerica Advisors in Lutz, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Lutz, FL Apr 2011 - Current 13
Primerica Financial Services Lutz, FL Sep 2007 - Current 16
Pinellas Co Sheriff's Office Largo, FL Feb 1999 - Current 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Shane R. Stradley
Phone Number: 833-786-0550
Firm Website: http://www.primerica.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
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

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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