Shannon Fernandez is a registered investment advisor at &partners, based in Valdosta, GA, with 13 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
3543 N Crossing Cir., Valdosta, GA, 31602
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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
Shannon operates Kerrigan Capital and Risk Management as a DBA for her LPL business, dedicating full-time hours to it. She also engages in other activities including being an employee of KDJ Group, a notary, co-owner of CFS Property Management LLC, and a financial advisor for AMG Insurance & Financial Co, Inc.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
State Registrations8 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.