Shannon Daily (CRD# 7404923) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has 1 year of experience in the finance industry.
CRD# 6731431
Investment Management Group
CRD# 6846265
D.a. Davidson & Company
CRD# 6176121
D.a. Davidson & Company
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Sep 2022 - Current | 1 |
Edward Jones | Lewsiton, ID | Jul 2021 - Aug 2022 | 1 |
Washington State University | Pullman, WA | Aug 2019 - Jul 2022 | 2 |
Chip Cookies | Boise, ID | Dec 2020 - Feb 2021 | < 1 |
Planet Fitness | Boise, ID | Feb 2020 - Mar 2020 | < 1 |
Tupelo Honey | Boise, ID | Jan 2020 - Feb 2020 | < 1 |
Washington State University | Pullman, WA | Aug 2019 - Dec 2019 | < 1 |
City Of Lewiston | Lewiston, ID | Jun 2019 - Aug 2019 | < 1 |
Asotin County Aquatic Center | Clarkston, WA | Jun 2018 - May 2019 | < 1 |
Unemployed | Asotin, WA | Aug 2012 - Jun 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- MT
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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