Forrest Lee Shanklin

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2010 → 01/2024
  Edward Jones
  St Louis, MO
• 01/2024 → Present
  Raymond James Financial Services, Inc.
  Durham, NC
• 01/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Durham, NC
• 01/2024 → Present
  Shanklin Wealth Planning
  Durham, NC
• 10/2024 → Present
  Fcag
  Pittsboro, NC

Previous Registrations

• 2010-06-07 → 2024-01-12
  Edward Jones
  Pittsboro, NC
  St Louis, MO

Other Businesses

(1)Name of Business: FCAG Address: 120 Mosaic Blvd Ste 235, Pittsboro, NC, 27312-4966, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/10/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: non-owner, no responsibilities (2)Name of Business: Shanklin Wealth Planning Address: 2828 Pickett Rd Ste 100, Durham, NC, 27705-5613, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/10/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2010-06-04

Other Names

• Forrest Shanklin