Shirley Brost, financial advisor Vancouver WA
93 score

Shirley Brost

CRD Number: 4583381
Current Firm: Icma Retirement Corporation

Shirley Brost (CRD# 4583381) is an Investment Advisor Representative working at Icma Retirement Corporation in Vancouver, WA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Icma Retirement Corporation Washington, DC Feb 2014 - Current 4
All Service Painting Portland, OR Aug 2012 - Jan 2014 1
Nationwide Investment Services Corporation Spokane, WA Feb 2007 - Jul 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Shirley A. Brost
Phone Number: 202-962-4600
Firm Website: http://www.icmarc.org
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    42,450
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $744,744,753
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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