SP
SP

Shawn Powell

32 Years of Experience
Midwest City, OK
Broker

Shawn Powell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Midwest City, OK, with 32 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

9075 Harmony Drive, Midwest City, OK, 73130

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Shawn is involved in several businesses, including rental real estate through BamaOk, LLC and Checkmate Enterprise, LLC, and commercial property management through Triple B Free. He also owns Parker Powell LLC, which owns the building he offices out of, and Silverback Business Consulting, LLC, offering real estate management consulting and lending solutions services.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
April 2004 - Present · 22 yrs 1 mo
Previous Registrations
Raymond James Financial Services
April 2004 - January 2009 · 4 yrs 9 mos
Raymond James Financial Services
February 2000 - May 2003 · 3 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 1999 - May 2003 · 4 yrs 4 mos
Robert Thomas Securities, INCBroker
December 1997 - January 1999 · 1 yr 1 mo
Banc One Securities CorporationBroker
October 1997 - December 1997 · 2 mos
Bhcm INC.Broker
January 1997 - October 1997 · 9 mos
Tradestar Investments,inc.Broker
March 1995 - January 1997 · 1 yr 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 1992 - January 1995 · 2 yrs 4 mos
Dickinson & CO.Broker
July 1992 - September 1992 · 2 mos
J. W. Gant & Associates, INC.Broker
April 1992 - July 1992 · 3 mos
State Registrations18 states
ALAZCACOFLHIINKSLAMOOKORPATNTXUTVAWA
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.