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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reagan? Claim Your ProfileReagan Shopp is a financial advisor with Sterling Capital Management LLC based in Parker, Colorado. Reagan has been in the industry since July 24, 1995, and holds registrations in all 50 states. Reagan is also registered as an investment advisor in Colorado. Reagan specializes in a wide range of investment services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. In addition to Reagan's experience with Sterling Capital, Reagan has previous experience working with firms like Columbia Management Investment Distributors, Inc., RBC Capital Markets, LLC, and Patrick Capital Markets, LLC. Reagan also provides consulting services through RashoConsulting, LLC, a company that Reagan owns and founded.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Wrap & model programs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
01/17/2023 - Present
Sterling Capital Management LLC (Parker CO)
CA
11/10/2020 - 11/03/2022
PATRICK CAPITAL MARKETS, LLC (Irvine CA)
CO
03/17/2017 - 02/01/2020
RBC CAPITAL MARKETS, LLC (DENVER CO)
MA
05/01/2010 - 11/01/2016
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
06/21/2004 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
09/08/2003 - 06/21/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
TX
03/02/1994 - 07/10/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 04/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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