Allyn
Shaw

Raymond James Financial Services Advisors, Inc

CRD#4787681
Investment Advisor
in Draper, UT

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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 years

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

166 East 14000 South Suite 110
Draper, UT 84020

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

UT Average: $1,855,561,029
Total Number of Employees

6,224

UT Average: 62
Total Number of Accounts

343,734

UT Average: 2,474
Average Account Size

$301,664

UT Average: $750,025

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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
  • Other

Allyn Shaw Work History

Allyn has 15 years of experience.

2015 - Present (4 years)

Shaw Financial Services, LLC

2011 - Present (8 years)

Raymond James Financial Services

2011 - Present (8 years)

Raymond James Financial Services Advisors Inc

2011 - 2018 (7 years)

University Of Phoenix

2004 - 2011 (7 years)

Princor Financial Services

2003 - 2011 (8 years)

Principal Life Insurance Co

Disclosures

Allyn Shaw has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Raymond James Financial Services Advisors, Inc

Carl Salvato
Lakeland, FL
Angela White
Beaumont, TX
Logan Stone
Mountain Home, AR
Moises Leandro
Tyler, TX
Matthew Stanek
Caldwell, NJ
James Broadway
Roswell, GA
Joseph Rose
Sugar Land, TX
David Hill
Sugar Land, TX

This content was compiled from the SEC and FINRA.

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