Shaun Searle
Shaun Searle is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ponca City, OK, 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
102 S 5th Street, Ponca City, OK, 74601
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business Activities
Shaun is a member of Rusty Gate Farms LLC, an agricultural business, dedicating a few hours per week. He also manages Searle Properties LLC, a rental real estate business, spending minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 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.