Shawn Bostic is a registered investment advisor, based in Austin, TX, with 26 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Shawn is a guest lecturer on practical and behavioral compliance, dedicating minimal time to this activity. He is also a co-owner of CS Bostic Properties and Mach 5 Homes, spending about 10-20% of his time making property purchase decisions.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Sws Financial Services, INC.Broker
Sws Financial Services, INC.
Southwest Securities, INC.Broker
Southwest Securities, INC.
Cullum & Burks Securities, INC.Broker
Cullum & Burks Securities, INC.
NFP Securities, INC.
NFP Securities, INC.Broker
Access Broker.com, INC.Broker
Sws Financial ServicesBroker
Southwest Securities, INC.Broker
Cullum & Sandow Securities, INC.Broker
State Registrations1 state
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.