Shanna McKenna, financial advisor Phoenix AZ
89 score

Shanna McKenna

CRD Number: 6296644
Current Firm: Usaa Financial Planning Services

Shanna McKenna (CRD# 6296644) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Phoenix, AZ Apr 2014 - Current 2
Usaa Financial Advisors Inc. Phoenix, AZ Jan 2014 - Current 2
Usaa Property & Casualty Company Phoenix, AZ Oct 2012 - Apr 2014 1
University Of Phoenix Phoenix, AZ Jan 2010 - Oct 2012 2
Life Time Fitness Tempe, AZ Jul 2007 - Jan 2010 2
Bank Of America Tempe, AZ Mar 2007 - Jul 2007 < 1
Rt O'sullivans Glendale, AZ Jan 2007 - Mar 2007 < 1
Toyota Via Adecco Phoenix, AZ Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Shanna T. McKenna
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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