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Shauna Misseldine

20 Years of Experience
Idaho Falls, ID
Broker

Shauna Misseldine is a registered investment advisor at Raymond James & Associates, INC., based in Idaho Falls, ID, with 20 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1570 Elk Creek Dr Ste 1, Idaho Falls, ID, 83404

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2024 - Present · 2 yrs
Raymond James & Associates, INC.Broker
July 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2005 - July 2024 · 18 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2005 - July 2024 · 19 yrs 1 mo
State Registrations1 state
ID
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.