Shawn McLallen (CRD# 7884572) is an Investment Advisor Representative working at Verity Investment Partners in San Antonio, TX and has 1 year of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verity & Verity | San Antonio, TX | Jan 2022 - Current | 2 |
| Quest Advising | San Antonio, TX | Jan 2020 - Jan 2022 | 2 |
| Independent Contractor | San Antonio, TX | Jun 2018 - Jan 2020 | 1 |
| Bluepearl Veterinary Partners | San Antonio, TX | Jun 2003 - Jun 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- TX
-
Total Assets Under Management939MILLIONS
-
Total Number of Accounts830ACCOUNTS
-
Average Account Value$1,131,065
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, CO, FL, GA, IL, MA, MD, MN, NC, NY, OH, PA, SC, TN, TX, VA, WA
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