KS
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Keith Shahan

31 Years of Experience
Abilene, TX
Broker

Keith Shahan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Abilene, TX, with 31 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

3444 N. 1st Street, Suite 504, Abilene, TX, 79603

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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

Keith owns Mesquite Country Skid Steer Services, an agriculture/farming business, dedicating a few hours per week. He is also a dual employee of RJFS and The First National Bank of Ballinger, dedicating about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2012 - Present · 13 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2005 - April 2007 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
November 2005 - April 2007 · 1 yr 5 mos
RBC Dain Rauscher INC.Broker
March 1998 - November 2005 · 7 yrs 8 mos
RBC Dain Rauscher INC.
January 1998 - November 2005 · 7 yrs 10 mos
Dain Rauscher IncorporatedBroker
January 1998 - March 1998 · 2 mos
Rauscher Pierce Refsnes, INC.Broker
August 1997 - January 1998 · 5 mos
Principal Financial Securities,inc.Broker
August 1994 - September 1997 · 3 yrs 1 mo
State Registrations6 states
FLMTOKTXVAWY
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.