Shannon Cheah (CRD# 3028239) is an Investment Advisor Representative working at Copper Financial in Lenexa, KS and has over 26 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Copper Financial Network LLC | Lenexa, KS | Jul 2021 - Current | 2 |
| Alpaca Securities LLC | San Mateo, CA | Aug 2020 - Jul 2021 | < 1 |
| Alpacadb, Inc. | San Mateo, CA | Aug 2020 - Jul 2021 | < 1 |
| Waddell & Reed, Inc. | Overland Park, KS | Feb 2008 - Aug 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KS
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Total Assets Under Management306MILLIONS
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Total Number of Accounts2,791ACCOUNTS
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Average Account Value$109,799
- A percentage of assets under your management
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