Shannon Pike, financial advisor Houston TX
96 score

Shannon Pike

CRD Number: 3183278
Current Firm: Tanglewood Legacy Advisors, LLC

Shannon Pike (CRD# 3183278) is an Investment Advisor Representative working at Tanglewood Legacy Advisors, LLC in Houston, TX and has over 17 years of experience in the finance industry. Shannon Pike has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tanglewood Legacy Advisers, LLC Houston, TX Jan 2016 - Current < 1
Asset Management Advisors, Inc. Houston, TX Jan 2014 - Jan 2016 2
Integra Wealth Advisors Houston, TX Nov 2011 - Jan 2014 2
Linscomb & Williams Houston, TX Feb 2006 - Nov 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1999
Contact Info for Shannon J. Pike
Phone Number: 713-599-4999
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    107
    MILLIONS
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $788,235
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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