Steven Shannon (CRD# 7208505) is an Investment Advisor Representative working at Huntington Financial Advisors in Elsie, MI and has over 3 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 2257195
Raymond James & Associates, Inc.
CRD# 6703482
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Columbus, OH | May 2022 - Current | 2 |
| The Huntington Investment Company | Columbus, OH | Oct 2020 - May 2022 | 1 |
| The Huntington National Bank | Saint Johns, MI | Oct 2020 - May 2022 | 1 |
| The Huntington Investment Company | Columbus, OH | Mar 2020 - Oct 2020 | < 1 |
| The Huntington National Bank | Saint Johns, MI | Mar 2010 - Oct 2020 | 10 |
| Shannon Investments LLC | Fowler, MI | Jun 2017 - Mar 2020 | 2 |
| Baker College | Owosso, MI | Sep 2014 - Jul 2017 | 2 |
| Most Holy Trinity Parish | Fowler, MI | Aug 2009 - Nov 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- LA
- MI
- NE
- NH
- OH
- TX
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Total Assets Under Management5,197MILLIONS
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Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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