Shannon Shehorn
Shannon Shehorn is a CFP-designated registered investment advisor, based in Ponte Vedra, FL, with 25 years of industry experience. Shannon is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Ponte Vedra, FL
Get directionsHistory
Regulatory History (2)
Civil Bond
October 1998Civil Bond
August 1998Other Business ActivitiesSells Insurance
Shannon sells life insurance and fixed annuities through Ash Brokerage, dedicating a few hours per week. She also provides free tax preparation to financial planning clients as an Enrolled Agent, spending a few hours per week on this activity, and is assisting with the transition of a business sale, requiring significant time commitment for one year.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
Cl Wealth Management LLC
Previous Registrations
Allied Beacon Partners, INC. Advisory
Allied Beacon Partners, INC.Broker
Raymond James Financial Services, INC.Broker
Prime Capital Services, INC.Broker
State Registrations4 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.
Exams
More Advisors
- Bryan Fazio, CFPWells Fargo Advisors
- Adam Drake, CFAHighland Investment Advisors LLC
- David Boardman, CFPDiablo Investment Advisors, LLC
- John Dondero, CFPCambridge Investment Research Advisors, INC.
- Michael Mcalpin, CFPIntellicapital Advisors LLC
- Richard Bartholomew, CFPWealthcare Advisory Partners LLC