Shawn Minnich (CRD# 7072862) is an Investment Advisor Representative working at Lifetime Financial Foundations, LLC in York, PA and has over 5 years of experience in the finance industry.
CRD# 3244566
Cetera Investment Advisers LLC
CRD# 5262146
Johnson & White Wealth Management LLC
CRD# 4815634
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifetime Financial Foundations | York, PA | Apr 2019 - Current | 5 |
| Independent Inusrance Agent | York, PA | Sep 2017 - Current | 6 |
| Unemployed | York, PA | Oct 2016 - Sep 2017 | < 1 |
| Northeastern York School District | Manchester, PA | Aug 1996 - Sep 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management24MILLIONS
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Total Number of Accounts269ACCOUNTS
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Average Account Value$88,104
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
PA
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