Shane A Caldwell, CFP

Overview

Shane A Caldwell is an insurance agent, a registered representative and an investment adviser representative based in Knoxville, TN, with 13 years in the industry.

Years in the industry

13

States licensed

5

States registered

18

Carrier appointments

19

Contact

3 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 5 states
• Registered in 18 states

• Agent
• Producer
• Series 63
• Series 65
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Lpl Financial LLCCurrent firm
• Tvamp, LLCCurrent firm

Employment history since 2012

Carriers

19 active carrier appointments

Book and practice

Firm assets under management on file