Shawn Feliciano (CRD# 5574523) is an Investment Advisor Representative working at First Command Advisory Services in Sierra Vista, AZ and has over 15 years of experience in the finance industry.
CRD# 6112358
Agnew Capital Management LLC
CRD# 6175350
Edward Jones
CRD# 6568957
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Iconquer Ms, Ride | Waltham, MA | Jan 2023 - Current | 1 |
First Command Financial Planning, Inc. | Fort Worth, TX | Nov 2018 - Current | 5 |
First Command Advisory Services, Inc. | Fort Worth, TX | Nov 2018 - Current | 5 |
First Command Insurance Services, Inc. | Fort Worth, TX | Nov 2018 - Current | 5 |
Accelerated Cure Project / Percori | Waltham, MA | Oct 2015 - Current | 8 |
Novartis | East Hanover, NJ | Jun 2014 - Current | 9 |
First Command | Fort Worth, TX | Jun 2018 - Nov 2018 | < 1 |
Unemployed | Sonoita, AZ | Jun 2018 - Jun 2018 | < 1 |
Asmundson Family Vineyards | Sonoita, AZ | Apr 2018 - May 2018 | < 1 |
Bbva Securities Inc. | Sierra Vista, AZ | Sep 2017 - May 2018 | < 1 |
Compass Bank | Birmingham, AL | Sep 2017 - May 2018 | < 1 |
Bbva Compass Insurance Agency, Inc. | Austin, TX | Sep 2017 - May 2018 | < 1 |
Axa Advisors | Tucson, AZ | Apr 2016 - Sep 2017 | 1 |
Equity Trust | Westlake, OH | Jan 2015 - Dec 2015 | < 1 |
Capital One | Mclean, VA | Mar 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2008 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- AZ
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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