Shannon BurgessCRD Number: 5519283
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Shannon Burgess (CRD# 5519283) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenville, SC and has over 7 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Merrill Lynch, Pierce Fenner & Smith||Greenville, SC||Feb 2014 - Current||2|
|Ubs Financial Services Inc.||Greenville, SC||Feb 2010 - Feb 2014||4|
|Dehollander & Janse Financial Group||Greenville, SC||Jul 2009 - Feb 2010||< 1|
|Commonwealth Finanical Network||Waltham, MA||Jul 2009 - Feb 2010||< 1|
|Ameriprise Financial Service Sinc.||Greenville, SC||May 2008 - Jul 2009||1|
|Griffin Auto Sales LLC||Mauldin, SC||Dec 2006 - Feb 2009||2|
|D&d Motors, Inc.||Greer, SC||Jan 1993 - Dec 2006||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2009|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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