Vancouver, WA
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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 →Shawn is an Investment Advisory Representative at Financial Management Strategies, Inc., dedicating about a quarter of their time to this role. Shawn also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance, with varying hours per week.