Shawn SteelCRD Number: 6161447
Current Firm: Clearlogic Financial, Inc.
Shawn Steel (CRD# 6161447) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 4 years of experience in the finance industry. Shawn Steel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Clearlogic Financial, Inc F/k/a Ticknor Atherton & Associates||Reston, VA||Feb 2013 - Current||4|
|Kathleen Finn Financial Services||Washington, DC||Sep 2011 - Feb 2013||1|
|Kings Dominion||Doswell, VA||Mar 2011 - Jul 2011||< 1|
|Special Counsel||Washington, DC||Mar 2006 - Feb 2011||4|
|Hudson||Washington, DC||Jan 2009 - Jan 2009||< 1|
|Lexulution||Washington, DC||Nov 2007 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management261MILLIONS
Total Number of Accounts793ACCOUNTS
Average Account Value$329,406
- 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
- Pension consulting services
DC, MD, NC, TX, VA