Shaun
Mc Mahan

Commonwealth Financial Network

CRD#2742273
Investment Advisor
in Seattle, WA

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About this Advisor

Shaun Mc Mahan is an advisor in Seattle, Washington. Currently an investment advisor at Commonwealth Financial Network, Mc Mahan has 15 years of professional experience as a financial advisor. Mc Mahan holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Mc Mahan is registered to act as a financial advisor in Washington. Mc Mahan has spent their whole career at Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Seattle, Washington, and operates out of 1,090 locations in the nation. In total, Commonwealth Financial Network oversees $111 billion in assets dispersed across 436,517 accounts and employs more than 3,400 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Commonwealth Financial Network can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

800 Fifth Avenue Suite 4100
Seattle, WA 98104

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

WA Average: $16,012,751,954
Total Number of Employees

3,400

WA Average: 118
Total Number of Accounts

436,517

WA Average: 4,567
Average Account Size

$255,295

WA Average: $3,506,186

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Shaun Mc Mahan Work History

Shaun has 15 years of experience.

2005 - Present (16 years)

Commonwealth Financial Network

Disclosures

Shaun Mc Mahan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Dianne Davis
San Diego, CA
Ardis Black
Saint Paul, MN
Laura Woods
Lutz, FL
Jonathan Shepard
Suwanee, GA
David Moon
Waltham, MA
Paul Trinh
Washington, DC
Blake Stenzel
Great Falls, MT

This content was compiled from the SEC and FINRA.

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