Robert Shannon, financial advisor Hurst TX

Robert Shannon

CRD Number: 1673397
Current Firm: Sjk Financial Planning, LLC

Wes Shannon (CRD# 1673397) is an Investment Advisor Representative working at Sjk Financial Planning, LLC in Hurst, TX and has over 28 years of experience in the finance industry. Wes Shannon 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sjk Financial Planning, LLC Hurst, TX Nov 2014 - Current 6
Texas American Insurers Fort Worth, TX Jul 2006 - Current 14
Signator Financial Services, Inc. Bellevue, WA Jul 2006 - Current 14
Symetra Investment Services, Inc. Bellevue, WA Jul 2006 - Nov 2014 8
Red Oak Financial Services Ft. Worth, TX Apr 1991 - Jul 2006 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Robert W. Shannon
Phone Number: (682) 350-1055
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $170,353
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

TX

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