Shannon Irwin, financial advisor Hooper UT

Shannon Irwin

CRD Number: 6295133
Current Firm: Synergy Fg

Shannon Irwin (CRD# 6295133) is an Investment Advisor Representative working at Synergy Fg in Hooper, UT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Synergy Fg San Ramon, CA Jan 2021 - Current 1
Unemployed Honolulu, HI May 2020 - Dec 2020 < 1
Ameriprise Financial Services, Inc. Honolulu, HI Apr 2017 - Apr 2020 3
Unemployed Honolulu, HI Aug 2015 - Apr 2017 1
Suntrust Investment Services, Inc. Atlanta, GA Jul 2014 - Aug 2015 1
Suntrust Investment Services, Inc. Atlanta, GA Feb 2014 - Jul 2014 < 1
Suntrust Bank Newport News, VA Aug 2008 - Feb 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
S63 Uniform Securities State Law Examination May 2014
Contact Info for Shannon N. Irwin
Phone Number: 888-734-2006 X3
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    165
    MILLIONS
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $528,729
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX, UT, WA

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