Shannon Helman is a registered investment advisor, based in Boxford, MA, with 3 years of industry experience.
Location
Boxford, MA
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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 →Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 7 mos
World Investment Advisors, LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Pensionmark Securities, LLCBroker
January 2025 - October 2025 · 9 mos
Commonwealth Financial Network
March 2024 - January 2025 · 10 mos
Commonwealth Financial NetworkBroker
July 2022 - January 2025 · 2 yrs 6 mos
State Registrations1 state
MA
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.