SS
CFP
SS
CFP
Shannon Shehorn
25 Years of Experience
Schaumburg, IL
2 DisclosuresBrokerSells Insurance
Shannon Shehorn is a CFP-designated registered investment advisor, based in Schaumburg, IL, with 25 years of industry experience.
Location
425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (2)
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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
June 2013 - Present · 12 yrs 11 mos
Cl Wealth Management LLC
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Allied Beacon Partners, INC. Advisory
January 2007 - April 2011 · 4 yrs 3 mos
Allied Beacon Partners, INC.Broker
May 2006 - July 2013 · 7 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2002 - May 2006 · 4 yrs 2 mos
Prime Capital Services, INC.Broker
February 2001 - March 2002 · 1 yr 1 mo
State Registrations4 states
FLNVOHPA
AdvisorBrokerBoth
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
No exam information available for this advisor.