BS
BS
Brent Shakespeare
23 Years of Experience
St. George, UT
1 DisclosureBroker
Brent Shakespeare is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. George, UT, with 23 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
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Location
1173 South 250 West, Suite 212, St. George, UT, 84770
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 2010Other Business Activities
Brent is the owner of Shakespeare Financial, LLC, a support company. He dedicates minimal time to this business, both overall and during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Edward Jones
January 2007 - September 2010 · 3 yrs 8 mos
Edward JonesBroker
September 2002 - September 2010 · 8 yrs
State Registrations17 states
ARAZCACOFLIDINMNMTNCNMNVOHTXUTWAWY
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.