Shawn Dewane
Shawn Dewane is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newport Beach, CA, with 30 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
Firm Size
IM Fee
Assets Under Management
Location
2429 W. Coast Highway, Suite 207, Newport Beach, CA, 92663
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Shawn acts as Power of Attorney for his father's accounts, dedicating minimal time to this. He is also the owner, registered principal, and investment management consultant for Dewane Investment Strategies, taking about half of Shawn's time. Finally, Shawn is a Trustee on the Board of Retirement for the Orange County Employee Retirement System, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations10 states
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.