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
| Title | Director; Chief Advancement Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |