Shannon Hull, financial advisor Charlotte NC
93 score

Shannon Hull

CRD 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 24 years of experience in the finance industry.

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Company Name Location Dates Years
Westend Advisors, LLC Charlotte, NC Jul 2011 - Current 5
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
National Peo Scottsdale, AZ Jun 2007 - Aug 2007 < 1
Wells Fargo Investments, LLC Casper, WY Jan 2006 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Shannon E. Hull
Phone Number: 704-556-9300
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,965
    MILLIONS
  • Total Number of Accounts
    1,496
    ACCOUNTS
  • Average Account Value
    $1,313,315
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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