SB
CFP
SB
CFP
Shannon Beahan is a CFP-designated registered investment advisor, based in Westlake Village, CA, with 17 years of industry experience.
Location
4195 E. Thousand Oaks Blvd., Suite 125, Westlake Village, CA, 91362
Get directionsHistory
Regulatory History
Clean regulatory record
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 investment advisor representative and an independent insurance agent for various companies. Being an insurance agent takes a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Cooper Mcmanus
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
May 2020 - February 2021 · 9 mos
Fidelity Brokerage Services LLCBroker
May 2020 - February 2021 · 9 mos
Ladenburg Thalmann & CO. INC.Broker
May 2012 - May 2020 · 8 yrs
Ladenburg Thalmann Asset Management INC
May 2012 - May 2020 · 8 yrs
Securities America, INC.Broker
March 2010 - May 2012 · 2 yrs 2 mos
Brecek & Young Advisors, INC.
March 2010 - May 2012 · 2 yrs 2 mos
LPL Financial CorporationBroker
July 2009 - March 2010 · 8 mos
LPL Financial Corporation
July 2009 - March 2010 · 8 mos
D.A. Davidson & CO.
March 2009 - July 2009 · 4 mos
D.A. Davidson & CO.Broker
November 2008 - July 2009 · 8 mos
State Registrations24 states
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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.