Shane Calkin
Shane Calkin is a registered investment advisor at Raymond James & Associates, INC., based in Louisville, KY, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4969 Us Hwy 42, Suite 1600, Louisville, KY, 40222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shane plans to drive Uber in his spare time, dedicating about 10-20% of his time to this non-investment related activity. He also serves as a board member for the City of Jeffersonville Drainage Board and a finance committee member for the Knights of Columbus, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James & Associates, INC.Broker
State Registrations33 states
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