![Lindsey Shinners, financial advisor Duluth MN](/img/ws/profile-blank-sq.png)
Lindsey Shinners (CRD# 7322034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Duluth, MN and has over 2 years of experience in the finance industry. Lindsey Shinners has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
![Christopher Anderson, financial advisor Duluth MN](/img/ws/profile-blank-sq.png)
CRD# 5369842
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![John Anderson, Sr., financial advisor Duluth MN](/img/ws/profile-blank-sq.png)
CRD# 820126
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Dale Anich, financial advisor Duluth MN](/img/ws/profile-blank-sq.png)
CRD# 1283578
Split Rock Private Trading And Wealth Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James & Associates, Inc. | Duluth, MN | Jan 2021 - Current | 3 |
The Jamar Company | Duluth, MN | Jun 2020 - Jan 2021 | < 1 |
Packaging Corporation Of America | International Falls, MN | Aug 2018 - Jun 2020 | 1 |
Koochiching County Department Of Health And Human Services | International Falls, MN | Mar 2018 - Aug 2018 | < 1 |
Ridgeview Assisted Living | International Falls, MN | May 2016 - Mar 2018 | 1 |
University Of North Dakota | Grand Forks, ND | Jan 2016 - Dec 2016 | < 1 |
Full-time Student | Grand Forks, ND | Aug 2015 - Jan 2016 | < 1 |
Thunderbird Lodge | International Falls, MN | Feb 2014 - Aug 2015 | 1 |
Sha Sha Resort | International Falls, MN | May 2010 - Aug 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- MN
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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