Garth Shinn (CRD# 4558874) is an Investment Advisor Representative working at Aluman in Portland, OR and has over 21 years of experience in the finance industry. Garth Shinn 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.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aluman | Portland, OR | Jul 2015 - Current | 8 |
| Mercer Global Advisors Inc. | Santa Barbara, CA | Jun 2008 - Jul 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2002 |
- CA
- MN
- OR
- TX
- WA
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts328ACCOUNTS
-
Average Account Value$280,699
- 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
CA, MN, OR, TX, WA
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