Daniel Shannon, financial advisor Fort Myers FL
93 score

Daniel Shannon

CRD Number: 4546937
Current Firm: M Holdings Securities, Inc.

Daniel Shannon (CRD# 4546937) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Fort Myers, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Oct 2010 - Jun 2016 5
Minnesota Life St Paul, MN Jul 2002 - Oct 2010 8
Securian Financial Services, Inc. St Paul, MN Jul 2002 - Oct 2010 8
Harrelson Holdings, Inc. Ft Myers, FL Jul 2002 - Oct 2010 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2004
Contact Info for Daniel R. Shannon
Phone Number: 800-656-6960
Registered State(s):
  • FL
  • WA
  • IA
By the Numbers
  • Total Assets Under Management
    958
    MILLIONS
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $347,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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

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