Shawn Taylor, financial advisor Muskegon MI
78 score

Shawn Taylor

CRD Number: 5988103
Current Firm: Raymond James & Associates, Inc.

Shawn Taylor (CRD# 5988103) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muskegon, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Muskegon, MI Sep 2011 - Current 5
Fifth Third Bank Muskegon, MI Dec 2009 - Sep 2011 1
Shoreline Mortgage Muskegon, MI Mar 2000 - Dec 2009 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Shawn E. Taylor
Phone Number: 727-567-1000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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
78

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