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Shane Hendren

12 Years of Experience
Wilmington, NC
Broker

Shane Hendren is a registered investment advisor at Raymond James & Associates, INC., based in Wilmington, NC, with 12 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

101 Autumn Hall Drive, Suite 220, Wilmington, NC, 28403

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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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Other Business Activities

Shane is a board member of the UNCW Marketing Department Advisory Board, providing feedback and suggestions. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2021 - Present · 5 yrs 1 mo
Raymond James & Associates, INC.
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Truist Advisory Services, INC.
February 2021 - June 2021 · 4 mos
Truist Investment Services, INC.Broker
February 2021 - June 2021 · 4 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
October 2013 - January 2018 · 4 yrs 3 mos
Bb&t Investment Services, INC.Broker
September 2013 - January 2018 · 4 yrs 4 mos
State Registrations25 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.