Louis
Shinaman
Destiny Wealth Partners, LLC
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About this Advisor
Louis Shinaman is a chartered financial consultant working out of Tavares, Florida who has 6 years of industry experience. Shinaman is an employee of Destiny Wealth Partners, LLC. During their career, the advisor has held roles at Destiny Wealth Partners, LLC, Cwm, LLC, Purshe Kaplan Sterling Investments and Ruggie Wealth Management. Shinaman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Destiny Wealth Partners, LLC is an advisory firm based out of Tavares, FL. It has offices in four locations and a total of 21 people on staff. It administers $806 million in assets between its 2,805 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 2,805 customer accounts, 18% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Financial management fees usually are based on which service is provided. However, fee types charged by Destiny Wealth Partners, LLC most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Destiny Wealth Partners, LLC Brokerage Details
$805,805,266
21
2,805
$287,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Louis Shinaman Work History
Louis has been registered as a financial advisor for 6 years.*
Destiny Wealth Partners, LLC
Cwm, LLC
Purshe Kaplan Sterling Investments
Ruggie Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Louis Shinaman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Destiny Wealth Partners, LLC
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
The Villages, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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