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Paul B Shanklin

Sycamore Financial Advisors, Inc.

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About Paul B Shanklin

Paul Shanklin is an Investment Advisor Representative at Sycamore Financial Advisors, Inc., based in Cordova, TN. Paul has been in the industry since 1983 and has been registered with the state of Tennessee since 2005. Paul holds a Series 65 license and specializes in portfolio management for individuals and financial planning. In addition to Paul's work at Sycamore Financial Advisors, Inc., Paul also owns and manages Servicemaser Professional Cleaning Services.

Firm Information

Paul Shanklin is currently registered with Sycamore Financial Advisors, Inc.. Sycamore Financial Advisors, Inc. is a registered investment advisor with approximately $88.2 million in regulatory assets under management. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They have a team of 3 licensed agents and 4 investment advisor representatives.

$88.25M

Assets Under Management

200

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Shanklin’s Registration & Firm History

TN

07/26/2005 - Present

Sycamore Financial Advisors, Inc. (CORDOVA TN)

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Licenses & Designations

IA

Issued 07/16/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul B Shanklin.
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