John ShipmanCRD Number: 1183159
Current Firm: Signator Investors, Inc.
John Shipman (CRD# 1183159) is an Investment Advisor Representative working at Signator Investors, Inc. in Saint Petersburg, FL and has over 26 years of experience in the finance industry. John Shipman 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Signator Investors, Inc.||St. Petersburg, FL||May 2016 - Current||1|
|Suncoast Financial Advisors, Inc.||St. Petersburg, FL||Jan 2015 - Current||3|
|Transamerica Financial Advisors, Inc.||St. Petersburg, FL||Jan 2009 - May 2016||7|
|Ameriprise Advisor Services, Inc.||Detroit, MI||May 2004 - Jan 2009||4|
|H&r Block Financial Advisors||St. Petersburg, FL||Apr 2004 - Jan 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1991|
|S65||NASAA Investment Advisors Law Examination||Sep 1996|
- Customer Dispute
Total Assets Under Management5,538MILLIONS
Total Number of Accounts29,854ACCOUNTS
Average Account Value$185,489
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY