Yvonne Shanklin
Yvonne Shanklin is a registered investment advisor at Moors & Cabot, INC, based in Crestview, FL, with 17 years of industry experience. Yvonne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,074 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $500K | 0.50% |
| $500K - $1000K | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Firm states minimum fee rate is 0.50% and maximum rate is 1.50% unless approved by senior management. Fees are negotiable.
Fee Estimator
Location
327 E. Hickory Ave, Crestview, FL, 32536
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2018Customer Dispute
March 2017Other Business Activities
Yvonne is involved in several volunteer and board member positions, including the Okaloosa-Walton Citizen Advisory Committee, City Hall of Crestview's Citizen's Advisory Committee, Orphan to Heir, Kiwanis-Crestview Chapter, and Pjaloosa Public Schools Foundation. She also uses the DBA Crestview Wealth Management for tax filing purposes.
Employment History
Current Registrations
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Moors & Cabot, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations13 states
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
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