Yvonne Shanklin
Yvonne Shanklin is a registered investment advisor at Moors & Cabot, INC, based in Crestview, FL, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 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
Moors & Cabot charges an annual fee based on a percentage of your portfolio, billed quarterly. The exact percentage is negotiable and depends on factors like account size and complexity. The minimum fee rate is 0.5% and the maximum is 1.5%, unless approved by senior management. Moors & Cabot may aggregate multiple accounts to determine fee breakpoints. They also offer an "Advice Only" service for assets held elsewhere, billed quarterly in advance.
Location
327 E. Hickory Ave, Crestview, FL, 32536
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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 Registrations12 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.