Charlotte N Shaw

Overview

Charlotte N Shaw is an insurance agent, a registered representative and an investment adviser representative based in Edmond, OK, with 26 years in the industry.

Years in the industry

26

States licensed

3

States registered

46

Carrier appointments

12

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 3 states
• Registered in 46 states

• Life Agent Individual
• Producer
• Series 24
• Series 63
• Series 65
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Lpl Financial LLCCurrent firm
• Forge FinancialCurrent firm

Employment history since 2000

Carriers

12 active carrier appointments

Book and practice

Firm assets under management on file