Shawn Holbrook (CRD# 5100359) is an Investment Advisor Representative working at Pnc Investments in Waxahachie, TX and has over 18 years of experience in the finance industry.
CRD# 5860007
Stewardship Advisory Group, LLC
CRD# 5787146
J.p. Morgan Securities LLC
CRD# 6461161
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Dallas, TX | Aug 2021 - Current | 2 |
| Bbva Wealth Solutions Inc. | Waxahachie, TX | Sep 2016 - Aug 2021 | 4 |
| Bbva Securities Inc. | Waxahachie, TX | Aug 2016 - Aug 2021 | 5 |
| Compass Bank | Birmingham, AL | Aug 2016 - Aug 2021 | 5 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Aug 2016 - Aug 2021 | 5 |
| Edward Jones | Des Peres, MO | Feb 2006 - Aug 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2006 |
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- TX
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
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