Broker Check
Shae  Saxton

Shae Saxton

Financial Advisor

Shae studied Financial Economics at Brigham Young University-Idaho and first joined our team as an intern, later working with Fidelity Investments in Salt Lake City. He rejoined our team in 2023 as a Financial Analyst, helping manage our 401k plans and working with business owners and employees. When it comes to advising clients, he believes a financial plan should be easy to understand, easy to follow, and easy to adapt.

 

Outside of work, you’ll find Shae spending time with his wife, Marion, a high school English teacher. One of their favorite activities is golfing. He gets to golf, and she gets to read.


Pertinent Professional Education and Licenses and Registrations

Series 7General Securities Representative (Buy/Sell stocks, bonds, CDs, mutual funds)
Series 66Combines the Series 63 and 65 into one exam: Uniform Securities Agent State Law Exam (Solicit buys/sells in US states) and the Investment Advisor Representative exam