Shannon IrwinCRD 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.
Rock House Financial
Wells Fargo Clearing Services, LLC
Stratos Wealth Partners, Ltd
|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|
Total Assets Under Management165MILLIONS
Total Number of Accounts313ACCOUNTS
Average Account Value$528,729
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX, UT, WA
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