Robert Shanahan is a registered investment advisor, based in Charlotte, NC, with 28 years of industry experience.
Location
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works as a Regional Director for Horizon Investments, dedicating full-time hours to representing the company to Financial Advisors. He also serves as an elected Deacon at Christ Covenant Church, spending minimal time per month on this non-investment related activity.
Employment History
Current Registrations
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Horizon Investments LLC
Previous Registrations
Northern Lights Distributors, LLCBroker
Clearbridge Advisors, LLC
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets INC.Broker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
State Registrations5 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.