Shawn Matthew Mcintyre
Investment adviser representative at Efs Advisors
3 yearsExperience
4 statesRegistered in
$2.4BFirm assets
22 yearsFirm in business
Are you Shawn Matthew Mcintyre? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
3 years in the industry.
- Advanced Advisor Group LLCOct 2018 to now
- Efs AdvisorsOct 2018 to now
- LegacyAug 2018 to Sep 2018
- White Bear ProductionsMay 2017 to Aug 2018
- BasisNov 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 4 states (MN, ND, SC, WI).
Efs Advisors
Legal name: Efs Advisors LLC
$2.4BAssets managed
21,701Clients
38Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2515495
- Firm CRD
- 115211