Shawn Mahoney (CRD# 6337349) is an Investment Advisor Representative working at Camelot Wealth Management, LLC in Oldsmar, FL and has over 10 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Camelot Wealth Management, LLC | Oldsmar, FL | Dec 2017 - Current | 6 |
| Miami-dade Aviation | Miami, FL | Oct 2016 - Current | 7 |
| Camelot Wealth Management | Miami, FL | Jan 2016 - Nov 2017 | 1 |
| Fsa Logistix | Ft. Lauderdale, FL | Oct 2004 - Nov 2015 | 11 |
| Fedex Express | Miami, FL | Apr 2004 - Oct 2014 | 10 |
| Camelot Wealth Management, LLC | Tampa, FL | Jul 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- FL
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts228ACCOUNTS
-
Average Account Value$179,825
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, TX
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