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Shannon Peterson

Wells Fargo Advisors
21 Years of Experience
Baltimore, MD
1 DisclosureBroker
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Shannon Peterson is a registered investment advisor at Wells Fargo Advisors, based in Baltimore, MD, with 21 years of industry experience. Shannon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

1418 Martin Blvd, Baltimore, MD, 21220

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History

Regulatory History (1)
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Customer Dispute
November 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Shannon co-owns Shatar Properties, a rental real estate holding company, with their spouse since 2016. They dedicate nearly full-time hours per month to this activity, with 30 hours during trading.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2012 - Present · 14 yrs 9 mos
Wells Fargo Advisors
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
PNC InvestmentsBroker
June 2008 - January 2012 · 3 yrs 7 mos
PNC Investments
June 2008 - January 2012 · 3 yrs 7 mos
Ameriprise Financial Services, INC.
August 2005 - May 2008 · 2 yrs 9 mos
Ameriprise Financial Services, INC.Broker
July 2005 - May 2008 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
July 2005 - July 2006 · 1 yr
State Registrations23 states
AZCACTDCDEFLILKYMAMDMIMONCNJNYOHPASCTNVAVirgin IslandsWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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