Shawn McKeown (CRD# 6637037) is an Investment Advisor Representative working at Southern Pacific Asset Management LLC in Yuma, AZ and has over 7 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 2791775
Lpl Financial LLC
CRD# 6885061
Cwm, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Southern Pacific Asset Management LLC | Somerton, AZ | Nov 2020 - Current | 3 |
Yuma Investment Group | Yuma, AZ | Aug 2016 - Mar 2021 | 4 |
Unemployed | Yuma, AZ | Sep 2015 - Aug 2016 | < 1 |
Union Pacific Railroad | Omaha, NE | Apr 2015 - Sep 2015 | < 1 |
Union Pacific Railroad | Omaha, NE | Jul 2014 - Apr 2015 | < 1 |
Unemployed | Milton, FL | Oct 2012 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- AZ
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts102ACCOUNTS
-
Average Account Value$58,247
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ
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