Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Higley is an investment advisor representative at Lion Street Advisors, LLC, based in Portland, Oregon. Shawn has been working in the financial services industry since January 7, 1992. Shawn has a strong background in investment advisory services, financial planning, corporate retirement advising, and insurance services. Shawn is committed to providing high-quality investment advice and financial planning services to help clients achieve their financial goals.
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.
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.
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2
OR
01/02/2025 - Present
Lion Street Advisors, LLC (Portland OR)
OR
01/24/2011 - 06/05/2018
GENEOS WEALTH MANAGEMENT, INC. (PORTLAND OR)
OR
03/11/2009 - 01/25/2011
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
04/09/2001 - 06/05/2008
WELLS FARGO INVESTMENTS, LLC (BEND OR)
CA
07/14/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
04/07/2000 - 07/06/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
09/03/1997 - 05/12/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
09/02/1993 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
IA
01/31/1991 - 07/19/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 01/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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