Michael Shannon, financial advisor Lake Mary FL

Michael Shannon

CRD Number: 1314743
Current Firm: Newport Group Consulting, LLC

Michael Shannon (CRD# 1314743) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Lake Mary, FL and has over 22 years of experience in the finance industry.

Similar Advisors
Gregory Abdalla, financial advisor Lake Mary FL
Gregory H. Abdalla
CRD# 6160017
Cetera Investment Advisers LLC
Similar Advisors
Gary Abely, financial advisor Lake Mary FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Similar Advisors
Lauren Abramowitz, financial advisor Lake Mary FL
Lauren M. Abramowitz
CRD# 5855622
Financial Harvest Wealth Advisors
Professional Designations
Company Name Location Dates Years
Ascensus Dresher, PA Feb 2023 - Current 1
Newport Group Consulting, LLC Lake Mary, FL Jan 2018 - Current 6
Newport Group, Inc. Dresher, PA Apr 2016 - Current 7
Newport Group Securities, Inc. Lake Mary, FL Jul 2019 - Sep 2023 4
Newport Group Securities, Inc. Lake Mary, FL Jul 1995 - Jul 2019 24
Newport Group Inc. Heathrow, FL Jun 1994 - Apr 2016 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Jul 2001
Contact Info for Michael D. Shannon
Phone Number: 407-333-2905
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,396
    MILLIONS
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $17,650,555
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Michael Shannon and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.