SP
SP

Shane Pruitt

13 Years of Experience
Sherman, TX
BrokerSells Insurance

Shane Pruitt is a registered investment advisor, based in Sherman, TX, with 13 years of industry experience.

Location

One Grand Centre, 1800 Teague Dr., Suite 509, Sherman, TX, 75090

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Shane is a board member for the Marshall Lake Metropolitan District. He also owns Pruitt Wealth Consultants, selling securities, and is a registered representative with Kestra Advisory Services LLC, providing investment advisory services; these activities take up nearly all of Shane's time.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Kestra Advisory Services, LLC
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Edward Jones
May 2015 - October 2021 · 6 yrs 5 mos
Edward Jones
May 2013 - May 2015 · 2 yrs
Edward JonesBroker
February 2013 - October 2021 · 8 yrs 8 mos
State Registrations12 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.