Shawn Webb (CRD# 2509999) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 24 years of experience in the finance industry. Shawn Webb 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.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ip Financial Advisory Services LLC | Charlotte, NC | Oct 2020 - Current | 3 |
| Innovation Partners LLC | Charlotte, NC | Oct 2020 - Current | 3 |
| Pacific Crest Services | Eagle, ID | Mar 2020 - Current | 4 |
| Cetera Advisors LLC | El Segundo, CA | Jan 2013 - Current | 11 |
| Pacific Crest Wealth Management | Eagle, ID | Jul 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- ID
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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