Shawn Alaniz (CRD# 1963482) is an Investment Advisor Representative working at Boston Mountain Money Management, Inc. in Bentonville, AR and has over 27 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boston Mountain Money Management, Inc. | Fayetteville, AR | Mar 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
- AR
- TX
-
Total Assets Under Management196MILLIONS
-
Total Number of Accounts410ACCOUNTS
-
Average Account Value$479,132
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, NH, TX
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