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Ginger Shackelford

17 Years of Experience
Memphis, TN
Broker

Ginger Shackelford is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Memphis, TN, with 17 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

6075 Poplar Ave, Suite 335, Memphis, TN, 38119

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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

Ginger works as an associate/employee for Swain Wealth Partners LLC, providing account opening, trading, and general client assistance. This takes about half of Ginger's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 11 mos
Previous Registrations
Duncan-Williams, INC.
December 2012 - February 2014 · 1 yr 2 mos
Duncan-Williams, INC.Broker
August 2012 - February 2014 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
March 2005 - August 2012 · 7 yrs 5 mos
UBS Financial Services INC.
January 2004 - April 2004 · 3 mos
UBS Financial Services INC.Broker
August 2000 - April 2004 · 3 yrs 8 mos
J.C. Bradford & CO.Broker
April 1998 - August 2000 · 2 yrs 4 mos
Vining-Sparks Ibg, Limited PartnershipBroker
March 1998 - March 1998 · 0 mos
State Registrations3 states
ARMSTN
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.
Ginger Shackelford - Financial Advisor | TrueAdvisor