Michael Shannon is a CFA-designated registered investment advisor, based in Lake Mary, FL, with 30 years of industry experience.
Location
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is associated with Newport Group Consulting and Ascensus Broker Dealer Services, LLC, as part of his full-time job responsibilities. Through these affiliated companies, Michael may offer insurance services.
Employment History
Current Registrations
Ascensus Broker Dealer Services, LLCBroker
Newport Group Consulting, LLC
Previous Registrations
Newport Group Securities, INC.
Newport Group Securities, INC.Broker
State Registrations51 states
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