Shauna Nmn Bushman
Professional Summary
Shauna Nmn Bushman, who also goes by Shauna Bushman, Shauna Nmn Dalton, Shauna Nmn Lloyd, is a registered financial advisor currently at KPG CAPITAL PARTNERS, LLC located in Park City, Utah. Shauna is registered as a RR (Registered Representative) and started their career in finance in 2007. Shauna has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Shauna Bushman, Shauna Nmn Dalton, Shauna Nmn Lloyd
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
KPG CAPITAL PARTNERS, LLC
Contact Information
Main Address
1389 Center Drive Suite 200, Park City, UT 84098Mailing Address
1389 Center Drive Suite 200, Park City, UT 84098Phone Number
(212) 588-8889Established
Delaware since 12/11/2011Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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NET WORTH ADVISORY GROUP, LLC
State Registrations and Notice Filings
(6/14/2013)
(5/31/2013)
(5/15/2013)
(5/16/2013)
(5/14/2013)
(6/12/2013)
(5/16/2013)
(5/22/2013)
(5/20/2013)
(6/27/2013)
(5/28/2013)
(5/30/2013)
(5/14/2013)
(6/5/2013)
(6/28/2013)
(5/10/2013)
(5/21/2013)
(5/21/2013)
(4/23/2013)
(5/16/2013)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Shauna Nmn Bushman's CRS (Customer Relationship Summary).
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