Shawn Elliott (CRD# 7505859) is an Investment Advisor Representative working at Hood River Capital Management LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quasar Distributors, LLC | Mckinney, TX | Mar 2022 - Current | 2 |
| Hood River Capital Management LLC | Mckinney, TX | Feb 2022 - Current | 2 |
| Mar Vista Investment Partners, LLC | Minnetonka, MN | Aug 2019 - Feb 2022 | 2 |
| Mercer | Minneapolis, MN | Oct 2018 - Aug 2019 | < 1 |
| Pavilion Advisory Group | Minneapolis, MN | Jun 2016 - Oct 2018 | 2 |
| Jeffrey Slocum & Associates | Minneapolis, MN | May 2015 - Jun 2016 | 1 |
| University Of St. Thomas | St. Paul, MN | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
| S63 | Uniform Securities State Law Examination | May 2022 |
- FL
- MN
- TX
-
Total Assets Under Management3,702MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$90,298,883
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, IL, LA, MN, NH, PA, TX, UT, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.