Raymond James Financial Services Advisors, Inc
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About this Advisor
Allyn Shaw is a certified financial planner who works out of Draper, Utah, who has been in the industry for 15 years. Shaw works at Raymond James Financial Services Advisors, Inc. Throughout their career, they have worked at Princor Financial Services, Principal Life Insurance Co, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, University Of Phoenix and Shaw Financial Services, LLC. Shaw has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to work in Texas and Utah. Raymond James Financial Services Advisors, Inc is a business headquartered in Draper, Utah. The firm has offices in 2,040 locations and a total of 5,600 financial advisors. It handles $81 billion in total assets across its 280,698 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 100 charitable organizations. Of its 280,698 accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management typically are based on which services the firm provides the client. Fee types billed by Raymond James Financial Services Advisors, Inc most likely consist of any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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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
- Educational seminars/workshops
Allyn Shaw Work History
Allyn has 15 years of experience.
Shaw Financial Services, LLC
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
University Of Phoenix
Princor Financial Services
Principal Life Insurance Co
Allyn Shaw has no disclosures.
Please visit their SEC profile for more details.
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