Shauna Bartula
Shauna Bartula is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Waco, TX, with 27 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
1700 North Valley Mills Drive, Waco, TX, 76710
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shauna is a Vice President at Extraco Banks since 2013, providing financial advice. This takes about half of her time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Banc One Securities CorporationBroker
State Registrations17 states
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