Teri Shaw (CRD# 4213164) is an Investment Advisor Representative working at Carter Financial Group, Inc. in Morris, IL and has over 23 years of experience in the finance industry.
CRD# 6805967
Edward Jones
CRD# 1043348
Lpl Financial LLC
CRD# 2629717
Evansbrook Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carter Financial Group, Inc. | Barrington, IL | Apr 2021 - Current | 3 |
| Mokena Public Schools | Mokena, IL | Jul 2017 - Current | 6 |
| Voya Financial Advisors, Inc. | Morris, IL | Feb 2015 - Apr 2021 | 6 |
| Morris Elementary School | Morris, IL | May 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- IL
-
Total Assets Under Management291MILLIONS
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Total Number of Accounts1,986ACCOUNTS
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Average Account Value$146,522
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, IN, NH, TX, WI
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