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Shawn O'brien

22 Years of Experience
Trenton, MI
Broker

Shawn O'brien is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Trenton, MI, with 22 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

2363 W Jefferson Avenue, Suite 205, Trenton, MI, 48183

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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

Shawn is an owner and financial advisor at O'Brien's Financial Services, LLC since 2008. He dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 8 mos
Raymond James Financial Services, INC.Broker
February 2004 - Present · 22 yrs 3 mos
State Registrations9 states
AZCAFLGAILMIMOOHPA
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.