Shane Andrew Carrier

Employer firm

Uhler Vertich White Advisors CRD 130716

$514M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 03/2019
  Minnesota Twins
  Minneapolis, MN
• 04/2019 → 08/2019
  Windy City Thunderbolts
  Crestwood, IL
• 02/2020 → 05/2022
  Ravenwood High School
  Brentwood, TN
• 08/2019 → 05/2021
  Student
  Murfreesboro, TN
• 06/2020 → 02/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2020 → 04/2023
  Northwestern Mutual Investment Services Llc
  Franklin, TN
• 02/2022 → 04/2023
  Tre Tn Landon Killan
  Franklin, TN
• 02/2022 → 04/2023
  Tyler West
  Franklin, TN
• 02/2023 → 04/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2023 → 04/2023
  James Patton
  Franklin, TN
• 02/2023 → 04/2023
  Troy Nunn
  Franlin, TN
• 02/2023 → 04/2023
  Steven Tucker Greene
  Franklin, TN
• 04/2023 → Present
  Raymond James Financial Services, Inc.
  Fort Myers, FL
• 06/2023 → Present
  Uhler Vertich White Advisors
  Fort Myers, FL

Other Businesses

(1)Name of Business: Uhler Vertich White Advisors Address: 1510 Royal Palm Square Blvd, Fort Myers, FL, 33919-1068, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a client-facing financial planner.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-01-07

Designations

• Certified Financial Planner

Other Names

• Shane Andrew Carrier