SP
SP

Shannon Perren

13 Years of Experience
Marietta, GA
BrokerSells Insurance

Shannon Perren is a registered investment advisor, based in Marietta, GA, with 13 years of industry experience.

Location

2190 Dallas Highway, Marietta, GA, 30064

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History

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.

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Other Business ActivitiesSells Insurance

Shannon owns and operates Shannon (Perren) Upton's Insurance Agency as an agent for State Farm and its affiliates, dedicating about half of her time to this role. She also owns Shannon Marie LLC, which holds investment rental properties, requiring minimal time.

Employment History
Current Registrations
State Farm Vp Management CORP.
December 2023 - Present · 2 yrs 5 mos
State Farm Vp Management CORP.Broker
December 2023 - Present · 2 yrs 5 mos
State Farm Investment Management CORP.
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
State Farm Vp Management CORP.Broker
July 2007 - November 2018 · 11 yrs 4 mos
State Registrations1 state
GA
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.
Shannon Perren - Financial Advisor | TrueAdvisor