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Garrison Shenker

2 Years of Experience
Birmingham, AL
Broker

Garrison Shenker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Birmingham, AL, with 2 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Two North Twentieth Street, Suite 1400, Birmingham, AL, 35203

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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

Garrison owns rental real estate property and dedicates minimal time to it. He also works as a branch professional for Birmingham Investment Group and Ingram-Whatley LLC, dedicating about half his time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
March 2024 - Present · 2 yrs 2 mos
State Registrations1 state
AL
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.
Garrison Shenker - Financial Advisor | TrueAdvisor