Shannon Smithwick is a registered investment advisor, based in Rockledge, FL, with 28 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more.
Location
3188 Suntree Boulevard, Rockledge, FL, 32955
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 ActivitiesSells Insurance
Shannon is an agent at Foresight Wealth Solutions, selling fixed annuities and non-variable insurance, and co-founder conducting investment advisory, securities, and insurance under the same name, dedicating full-time hours. She is also a committee member for Brevard Community Foundation, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations19 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.