James Shaffer, financial advisor Oakhurst CA
96 score

James Shaffer

CRD Number: 2975930
Current Firm: Allstate Financial Advisors, LLC

James Shaffer (CRD# 2975930) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Oakhurst, CA and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Allstate Insurance Company Fresno, CA Nov 2012 - Current 4
Jcs Fresno, CA Nov 2012 - Current 4
Mass Mutual Financial Spfld, MA Jan 2004 - Oct 2012 8
Mml Investors Services Inc. Fresno, CA Jan 2004 - Oct 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination May 2004
Contact Info for James C. Shaffer
Phone Number: 847-402-5296
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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