Louis Shinaman, financial advisor Tavares FL

Louis Shinaman

CRD Number: 2750556
Current Firm: Destiny Wealth Partners, LLC

Louis Shinaman (CRD# 2750556) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Destiny Wealth Partners, LLC Tavares, FL Jan 2017 - Current 7
Ruggie Wealth Management Tavares, FL Feb 2011 - Jan 2021 9
Cwm, LLC Omaha, NE Jul 2018 - Jul 2020 2
Purshe Kaplan Sterling Investments Albany, NY Mar 2011 - Oct 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S65 NASAA Investment Advisors Law Examination Apr 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Louis M. Shinaman
Phone Number: 352.343.2700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    997
    MILLIONS
  • Total Number of Accounts
    3,086
    ACCOUNTS
  • Average Account Value
    $323,013
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, HI, LA, MI, NC, NE, NH, NV, NY, OH, SC, TN, TX, VA

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