Shawn Worman (CRD# 2535743) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mount Vernon, IN and has over 22 years of experience in the finance industry.
CRD# 6593282
Edward Jones
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Mt Vernon, IN | Sep 2020 - Current | 3 |
| Kestra Advisory Services, LLC | Mt Vernon, IN | Sep 2020 - Current | 3 |
| Lpl Financial LLC | Mt Vernon, IN | Jun 2010 - Sep 2020 | 10 |
| Old National Bank | Mt Vernon, IN | Jun 2010 - Sep 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- IN
- TX
-
Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
-
Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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