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Shane Elden Earle

Senior Advisory Group, LLC

Baton Rouge, LA

CRD 2962919

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Employer firm

Senior Advisory Group, LLC CRD 144380

16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Senior Advisory Group, Llc

13421 Hooper Road Suite 6, Baton Rouge, LA 70818 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2007-07-19
  • LA RA
    APPROVED
    Since 2007-07-19

Branch Locations

13421 Hooper Road Suite 6, Baton Rouge, LA 70818 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Senior Advisory Group, Llc Denham Springs LA 05/2007 Present
S.E. Earle Management, Inc. Denham Springs LA 01/2000 Present
  • 05/2007 → Present
    Denham Springs, LA
  • 01/2000 → Present
    S.E. Earle Management, Inc.
    Denham Springs, LA
Previous Registrations
  • 2007-08-10 → 2016-12-31
    Denham Springs, LA
    Baton Rouge, LA
  • 2012-06-13 → 2012-06-19
    Global Financial Private Capital, Inc.
    Denham Springs, LA
    Sarasota, FL
Other Businesses

S.E. EARLE MANAGEMENT, INC.;NON-INVESTMENT-RELATED; DENHAM SPRINGS, LA; INSURANCE SERVICES; PRESIDENT; 01/2000; 180 HRS/MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-14
  • S65 Uniform Investment Adviser Law Examination
    2007-05-14

View on SEC IAPD

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