Shawn McGregorCRD Number: 3132641
Current Firm: Mutual Of Omaha Investor Services, Inc.
Shawn McGregor (CRD# 3132641) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 19 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Mutual Of Omaha Investor Services||Omaha, NE||Oct 2015 - Current||2|
|Arbor Point Advisors||La Vista, NE||Sep 2014 - Oct 2015||1|
|Securities America Advisors, Inc.||La Vista, NE||Sep 2011 - Oct 2015||4|
|Securities America, Inc.||Lavista, NE||Dec 2005 - Oct 2015||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY