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Bruce Lawrence Whitney

Director; Chief Advancement OfficerShankland Financial Advisors, LLCCRD 8149329

About Bruce Lawrence Whitney

Bruce Lawrence Whitney is listed as Director; Chief Advancement Officer at Shankland Financial Advisors, LLC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Shankland Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Bruce Lawrence Whitney work?

Bruce Lawrence Whitney is listed as Director; Chief Advancement Officer at Shankland Financial Advisors, LLC on SEC Form ADV.

How much of Shankland Financial Advisors, LLC does Bruce Lawrence Whitney own?

Form ADV reports a beneficial ownership band of Under 5%.

Shankland Financial Advisors, LLC

TitleDirector; Chief Advancement Officer
OwnershipUnder 5%
Control personNo
Since2024
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