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Shawn McKeown

Southern Pacific Asset Management LLC

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About Shawn McKeown

Shawn McKeown is an investment advisor representative associated with Southern Pacific Asset Management LLC. Shawn has been in the industry since August 2016. Shawn has a Series 66 and Series 7 license. Shawn's office is located in Yuma, Arizona. Southern Pacific Asset Management LLC primarily provides financial planning, portfolio management for individuals and selection of other advisers.

Firm Information

Shawn McKeown is currently registered with Southern Pacific Asset Management LLC. Southern Pacific Asset Management LLC is an investment advisory firm based in California. They provide financial planning, educational seminars, and portfolio management services for individuals and high-net-worth individuals. They manage approximately $5.9 million in assets for 102 clients.

$5.94M

Assets Under Management

Not reported

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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Shawn McKeown’s Registration & Firm History

AZ

03/23/2021 - Present

Southern Pacific Asset Management LLC (YUMA AZ)

AZ

08/12/2016 - 11/22/2019

LPL FINANCIAL LLC (YUMA AZ)

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Licenses & Designations

BOTH

Issued 12/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn McKeown.
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