Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Garand Webb is a financial advisor with over 20 years of experience in the financial services industry. Shawn is a Certified Financial Planner™ professional and currently works for IP Financial Advisory Services LLC. Shawn has held previous positions with Cetera Advisors LLC, Legacy Financial Services, Inc., Linsco/Private Ledger Corp., Commonwealth Financial Network, and Waddell & Reed, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
ID
11/04/2020 - Present
IP Financial Advisory Services LLC (Eagle ID)
ID
07/18/2007 - 11/06/2020
CETERA ADVISORS LLC (EAGLE ID)
WA
02/23/2005 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (KENNEWICK WA)
SC
02/12/2004 - 02/23/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
06/06/2003 - 12/08/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IL
07/26/1999 - 03/13/2003
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
KS
07/29/1994 - 12/31/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 05/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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