Unclaimed
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.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
03/23/2021 - Present
Southern Pacific Asset Management LLC (YUMA AZ)
AZ
08/12/2016 - 11/22/2019
LPL FINANCIAL LLC (YUMA AZ)
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
Active
Inactive
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