Shani Crookshanks
CRD Number: 7022280Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Shani Crookshanks (CRD# 7022280) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Visalia, CA and has over 5 years of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 6332486
Caitlin John
CRD# 4789253
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Visalia, CA | Sep 2018 - Current | 5 |
| Bank Of America, N.a. | Visalia, CA | Sep 2018 - Current | 5 |
| Unemployed | Visalia, CA | Apr 2018 - Sep 2018 | < 1 |
| Double D Sales Company, Inc. | Visalia, CA | Sep 2016 - Apr 2018 | 1 |
| Pro Citrus Network, Inc. | Visalia, CA | Oct 2013 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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