Gene Shook, financial advisor Vashon Island WA

Gene Shook

CRD Number: 1564224
Current Firm: Financial Advocates Investment Management

Gene Shook (CRD# 1564224) is an Investment Advisor Representative working at Financial Advocates Investment Management in Vashon Island, WA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Vashon, WA Oct 2017 - Current 2
Financial Advocates Investment Management Vashon, WA Oct 2017 - Current 2
Waddell And Reed, Inc. Seattle, WA Jun 2009 - Oct 2017 8
Various Insurance Carriers For W & R Insurance Agencies Seattle, WA Jun 2009 - Oct 2017 8
New Factor Ventures Seattle, WA Jun 2004 - Aug 2013 9
Gvback, LLC Seattle, WA Sep 2009 - May 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Gene E. Shook
Phone Number: 360-866-2345
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    2,835
    MILLIONS
  • Total Number of Accounts
    18,308
    ACCOUNTS
  • Average Account Value
    $154,844
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, 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, SC, SD, TN, TX, UT, VA, WA, WI, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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