Shawn
Rowland

Eudaimonia Partners, LLC

CRD#7230991
Investment Advisor
in Lakeland, TN

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About this Advisor

Shawn Rowland is a financial advisor who works in Lakeland, Tennessee with 1 year of industry experience. Rowland works at Eudaimonia Partners, LLC. During their career, the advisor has held roles at Raymond James & Associates, Inc, Rainwater Holt & Sexton Pllc, Johnson Firm, University Of Arkansas At Little Rock and Eudaimonia Partners, LLC. Rowland has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Tennessee. Eudaimonia Partners, LLC is a business operating out of Winchester, TN. The investment advisory business has offices in 15 locations and a total of 33 financial advisors. It administers $785 million in assets between its 3,036 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 3,036 client accounts, just 10% belong to high-net-worth investors who have greater than $1 million in investable assets. The business performs a broad array 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. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types charged by Eudaimonia Partners, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lakeland, TN

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Eudaimonia Partners, LLC Brokerage Details

Total Assets Under Management

$784,583,085

TN Average: $730,596,643
Total Number of Employees

33

TN Average: 15
Total Number of Accounts

3,036

TN Average: 968
Average Account Size

$258,427

TN Average: $754,749

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

Shawn Rowland Work History

Shawn has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Eudaimonia Partners, LLC

2020 - 2022 (2 years)

Raymond James & Associates, Inc

2017 - 2020 (3 years)

Rainwater Holt & Sexton Pllc

2015 - 2017 (2 years)

Johnson Firm

2012 - 2016 (4 years)

University Of Arkansas At Little Rock

*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 Shawn Rowland 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 Eudaimonia Partners, LLC

Shawn Rowland
Lakeland, TN
Brooks Corn
Evansville, IN
Todd Meucci
Brentwood, TN
Nolan Hughes
Piperton, TN
Seth Waltman
Athens, GA
James Buckner
Winchester, TN
Edward Lewis
Franklin, TN
Alexander Jones
Winchester, TN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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