Shawn Garand Webb

Current Employers

Employment History

• 07/2006 → Present
  Pacific Crest Wealth Management
  Eagle, ID
• 01/2013 → Present
  Cetera Advisors Llc
  El Segundo, CA
• 03/2020 → Present
  Pacific Crest Services
  Eagle, ID
• 10/2020 → Present
  Innovation Partners Llc
  Charlotte, NC
• 10/2020 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2007-07-18 → 2020-11-06
  Cetera Advisors Llc
  Greenwood Village, CO
  Spokane, WA
  Eagle, ID
  Greenwood Village, CO
  Meridian, ID
• 2005-02-23 → 2007-07-18
  Legacy Advisory Services, Inc.
  Meridian, ID
• 2004-06-03 → 2005-02-23
  Lpl Financial Llc
  Snohomish, WA
• 2003-06-06 → 2003-12-08
  Commonwealth Financial Network
  Lynnwood, WA
• 2002-11-11 → 2003-03-11
  Country Trust Bank
  Lynwood, WA

Other Businesses

1.PACIFIC CREST SERVICES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE; START DATE: 02/2008; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT/CEO; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DAILY MANAGEMENT OF ALL DIVISIONS OF COMPANY AND GUIDES DIRECTION OF GROWTH; 2. PACIFIC CREST WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, SECURITIES, STARTED 5/2006, OWNER, APX 20 HOURS PER WEEK, DURING TRADING HOURS, FINANCIAL PLANNING 3. PACIFIC CREST, LLC; INVESTMENT RELATED: NO ADDRESS: 555 E KNOLL DR, EAGLE, ID 83616; NATURE OF BUSINESS: HOLDS MORTGAGE FOR OFFICE SUITE; START DATE: 02/2008; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE, HOLD MORTGAGE FOR OFFICE SUITE; 4. SGCW, LLC; INVESTMENT RELATED: NO; ADDRESS: 555 E KNOLL DR, EAGLE, ID 83616; NATURE OF BUSINESS: HOLDS MORTGAGE FOR OFFICE SUITE; START DATE: 03/2016; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE, HOLD MORTGAGE FOR OFFICE SUITE; 5. FLATHEAD RE LLC / FLATHEAD RE2 LLC; INVESTMENT RELATED: NO; ADDRESS: 555 E KNOLL DR, EAGLE, ID 83616; NATURE OF BUSINESS: HOLDS MORTGAGE FOR OFFICE BUILDING; START DATE: 01/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE, HOLD MORTGAGE FOR OFFICE BUILDING; 6. GREAT PLAINS LLC; INVESTMENT RELATED: NO; ADDRESS: 555 E KNOLL DR, EAGLE, ID 83616; NATURE OF BUSINESS: LINE OF CREDIT FOR PACIFIC CREST SERVICES; START DATE: 02/2015; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE; 7. PCS OF MONTANA LLC; INVESTMENT RELATED: NO; ADDRESS: 555 E KNOLL DR, EAGLE, ID 83616; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 01/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE, HOLDING COMPANY; 8. NAME OF OTHER BUSINESS: PACIFIC CREST SERVICES ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: INSURANCE START DATE: 03/2020 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT / CONSULTANT ; APX NUMBER OF HOURS PER WEEK: 4-5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 4-5 ; BRIEF DESCRIPTION OF DUTIES: PROVIDING STRATEGIC ADVICE TO INCLUDED BUDGETING, FINANCIAL FORECASTING, TALEN ACQUISITION AND MARKETING ADVICE ;

Exams

• S66 Uniform Combined State Law Examination
  2004-05-19
• S63 Uniform Securities Agent State Law Examination
  1999-07-02

Designations