Shannon HullCRD Number: 1975241
Current Firm: Westend Advisors, LLC
Shannon Hull (CRD# 1975241) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Westend Advisors, LLC||Charlotte, NC||Jul 2011 - Current||6|
|Nfp Securities, Inc.||Charlotte, NC||Oct 2010 - Jul 2011||< 1|
|Rbc Capital Markets Corporation||Charlotte, NC||Jul 2009 - Sep 2010||1|
|Unemployed||Charlotte, NC||Nov 2008 - Jul 2009||< 1|
|Janney Montgomery Scott LLC||Philadelphia, PA||Oct 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1992|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management978MILLIONS
Total Number of Accounts1,044ACCOUNTS
Average Account Value$937,235
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WV