Brandi Shipwash
Brandi Shipwash is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Knoxville, TN, with 20 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
412 N. Cedar Bluff Road, Suite 101, Knoxville, TN, 37923
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandi owns rental real estate property since 2018, spending a few hours per week managing it. She also works as a client service associate for Marzolf Investment Group, LLC, dedicating about half her time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Ameritrade, INC.Broker
State Registrations1 state
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