Evan
Shamblin
Buckingham Strategic Wealth, LLC
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About this Advisor
Evan Shamblin is a financial advisor working out of Saint Louis, Missouri. Shamblin works at Buckingham Strategic Wealth, LLC. During their career, Shamblin has held roles at Marshall University, Dixon Hughes Goodman, Suttle & Stalnaker, Pllc and Buckingham Strategic Wealth, LLC. Shamblin has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in West Virginia. Buckingham Strategic Wealth, LLC is a registered investment company operating out of Saint Louis, MO. The company has offices in 48 locations and a total of 584 financial advisors. It handles $22 billion in assets across its 42,145 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 60 charitable organizations. Of its 42,145 accounts, 45% are held by high-net-worth investors who have greater than $1 million in assets. The firm performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. Fee types billed by Buckingham Strategic Wealth, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$22,079,589,963
584
42,145
$523,896
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Evan Shamblin Work History
Evan has been registered as a financial advisor for 0 years.*
Buckingham Strategic Wealth, LLC
Suttle & Stalnaker, Pllc
Dixon Hughes Goodman
Dixon Hughes Goodman
Marshall University
Marshall University
*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 Evan Shamblin 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 Buckingham Strategic Wealth, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Bend, OR
Saint Louis, MO
Bethesda, MD
Saint Louis, MO
Deerfield, IL
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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