Shannon Neimeyer (CRD# 6373111) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 9 years of experience in the finance industry. Shannon Neimeyer 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Greater Pacific Solutions | Pasadena, CA | Feb 2024 - Current | < 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Feb 2024 - Current | < 1 |
Sovran Advisors Llc - Crd 329415 | Pasadena, CA | Feb 2024 - Current | < 1 |
Mml Investors Services, LLC | Pasadena, CA | Mar 2017 - Feb 2024 | 6 |
Massachusetts Mutual Life Insurance Company | Pasadena, CA | Jul 2016 - Feb 2024 | 7 |
Msi Financial Services | San Jose, CA | Jul 2016 - Mar 2017 | < 1 |
Metlife Securities Inc. | San Jose, CA | Jul 2014 - Jul 2016 | 2 |
Realscout Inc. | Mountain View, CA | Oct 2013 - Jun 2014 | < 1 |
Santa Clara University | Santa Clara, CA | Sep 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
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