AS
CFP
AS
CFP

Allyn Shaw

21 Years of Experience
Draper, UT
Broker

Allyn Shaw is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Draper, UT, with 21 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

13907 S Minuteman Dr, Suite 200, Draper, UT, 84020

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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

Allyn is a business owner of Shaw Financial Services, LLC since 2015, dedicating minimal time. Allyn also works as a bookkeeper for The Church of Jesus Christ of Latter Day Saints since 2023, spending a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2011 - Present · 14 yrs 11 mos
Raymond James Financial Services, INC.Broker
May 2011 - Present · 15 yrs
Previous Registrations
Princor Financial Services Corporation
September 2005 - May 2011 · 5 yrs 8 mos
Princor Financial Services CorporationBroker
July 2004 - May 2011 · 6 yrs 10 mos
State Registrations23 states
AKAZCACOCTFLGAIDKYMOMTNJNMNVNYOHORSCTXUTVAWAWY
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.
Allyn Shaw - Financial Advisor | TrueAdvisor