Suzan Shayler, financial advisor Shoreline WA
100 score

Suzan Shayler

CRD Number: 6238047
Current Firm: Edward Jones
Compensation Model: Both

Suzan Shayler (CRD# 6238047) is an Financial Advisor working at Edward Jones in Shoreline, WA.

 

As an Edward Jones Financial Advisor, I believe you deserve highly

personalized service, tailored to your specific financial needs. My clients

value real relationships - and so do I! Investing my time to understand

your goals allows me to develop customized financial strategies and to

help make sure we have you and your family protected from unexpected

risks.

 

After earning degrees in Accounting and Finance from Seattle

University, I worked for 20 years as an accountant in a variety of

different industries before joining Edward Jones. I've lived in the

Shoreline area since 1995, and my son, Brendon, graduated from

Shorewood High School in 2014. A fun fact about us is we love soccer &

the Sounders!

 

As your neighbor, I am grateful for the opportunity to work in the

community we call home. I belong to the Highland Terrace

Neighborhood Association and volunteer in many community events.

 

You deserve to work with someone you trust to help you eliminate the

money worries that may keep you up at night. I will work with you to

establish goals and create a personalized Roadmap for your Financial

Future.

 

Please give me a call to schedule a complimentary evaluation of your

financial situation.  206-542-2599

 

I look forward to meeting you!  Suzan

CONTACT
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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2013 - Current 4
PANDA Services, Inc Seattle, WA Jan 1990 - Aug 2013 23
Dr. Grant T. Chyz Seattle, WA Dec 2003 - Jun 2013 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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