Shane Snively is a registered investment advisor, based in Valencia, CA, with 25 years of industry experience.
Location
28212 Kelly Johnson Parkway, Suite 175, Valencia, CA, 91355
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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
Shane is the CEO/Owner of Abiding Wealth Advisors LLC, managing partner of NLWP LLC, COO of KAZSource Inc and Kazinsurance, and managing member of Chestnut FP Properties LLC. He also serves as CFO for Chestnut Family Practice PLLC and is an advisory board member for Gardner-Webb University, dedicating varying amounts of time to each endeavor, and is an Investment Advisor Representative for Eagle Wealth Management Group Inc.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
Eagle Wealth Management Group INC.
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Consolidated Portfolio Review CORP
Sterling Monroe Securities, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations9 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.