Shane Serrano
Shane Serrano is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eagle, ID, with 9 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
47 E Riverside Dr, Eagle, ID, 83616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shane works as an associate/employee for Addison Avenue Investment Services, providing financial advice to members. He also works as a financial advisor for First Tech Federal Credit Union, dedicating about half of his time to each role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations17 states
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