Shannon SimonCRD Number: 5621092
Current Firm: Securities America Advisors, Inc.
Shannon Simon (CRD# 5621092) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Grand Rapids, MI and has over 8 years of experience in the finance industry.
Gabridge & Company Financial Advisors, LLC
Robert W. Baird & Company Incorporated
Plaisier Financial Group LLC
|Securities America Advisors||Grand Rapids, MI||Apr 2016 - Current||1|
|Securities America Inc.||Grand Rapids, MI||Apr 2016 - Current||1|
|First Allied Securities, Inc.||San Diego, CA||Mar 2014 - Current||3|
|First Allied Advisory Services, Inc.||San Diego, CA||Mar 2014 - Current||3|
|Regal Investment Advisors LLC||Kentwood, MI||Apr 2011 - Mar 2014||2|
|American Portfolios Financial Services||Holbrook, NY||Apr 2011 - Mar 2014||2|
|Invest Financial Corp.||Tampa, FL||Nov 2008 - Apr 2011||2|
|Self Employed||Byron Center, MI||Jul 2008 - Nov 2008||< 1|
|Target Corporation||Caledonia, MI||May 2006 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2009|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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