Shawn Waked
Shawn Waked is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 13 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
Firm Size
IM Fee
Assets Under Management
Location
470 Third St S, Suite 102, Saint Petersburg, FL, 33701
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shawn owns several rental real estate properties and is the owner of Practical Insurance Solutions, a P&C insurance agency. He also holds positions at Maestro Financial Partners, Maestro Global, LLC, and Oakcrest Advisors, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Services, LLCBroker
State Registrations16 states
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