Kevin ShaughnessyCRD Number: 5587145
Current Firm: Edward Jones
Kevin Shaughnessy (CRD# 5587145) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 8 years of experience in the finance industry. Kevin Shaughnessy 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||St Louis, MO||May 2015 - Current||1|
|Wells Fargo Advisors, LLC||St Louis, MO||Mar 2012 - May 2015||3|
|Metlife Securities Inc.||Chesterfield, MO||Oct 2008 - Mar 2012||3|
|Carrollton-farmers Branch Isd||Carrollton, TX||Aug 2006 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VI, VT, WA, WI, WV