Edward ShanklinCRD Number: 1852074
Current Firm: Gavion, LLC
Edward Shanklin (CRD# 1852074) is an Investment Advisor Representative working at Gavion, LLC in New Orleans, LA and has over 22 years of experience in the finance industry.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
Deane Retirement Strategies, Inc.
|Gavion, LLC||Memphis, TN||Dec 2015 - Current||2|
|Equitas Capital Advisors, LLC||New Orleans, LA||Jan 2012 - Nov 2015||3|
|Purshe Kaplan Sterling Investments||Albany, NY||Feb 2012 - Mar 2015||3|
|Unemployed||San Franciso, CA||Oct 2011 - Dec 2011||< 1|
|Grigsby Associates||San Francisco, CA||Aug 2011 - Sep 2011||< 1|
|Unemployed||New Orleans, LA||Dec 2010 - Jul 2011||< 1|
|Melvin Securities, LLC||New Orleans, LA||Jun 2004 - Dec 2010||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
|S65||NASAA Investment Advisors Law Examination||Aug 1995|
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:
- Financial Issue
- Employer Dispute
- Regulatory Event
Total Assets Under Management124MILLIONS
Total Number of Accounts14ACCOUNTS
Average Account Value$8,836,801
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, NY, TN, TX
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