Shannon Waddell
Shannon Waddell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madison, MS, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
223 Key Drive, Madison, MS, 39110
Get directionsHistory
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 Activities
Shannon operates under the DBA Trustmark Financial Services for LPL business since 2011. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Trustmark Securities, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Deposit Guaranty Investments, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.