SP
SP

Shane Pyle

28 Years of Experience
Coshocton, OH
Broker

Shane Pyle is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Coshocton, OH, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

200 Main St, Coshocton, OH, 43812

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Shane dedicates minimal time to Airmid Place, a non-profit providing care for injured wildlife, and to the Coshocton Civil Service Commission as a committee member. Shane also works at Peoples Bank and Peoples Investment Services as a financial advisor, spending about half his time on these roles.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
October 1999 - January 2009 · 9 yrs 3 mos
Robert Thomas Securities, INCBroker
February 1998 - January 1999 · 11 mos
State Registrations13 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.