Shannon McClure, financial advisor Tempe AZ
89 score

Shannon McClure

CRD Number: 6252415
Current Firm: Learnvest Planning Services, LLC

Shannon McClure (CRD# 6252415) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in Tempe, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Learnvest Planning Services, LLC Tempe, AZ Sep 2013 - Current 3
Ann Taylor Loft Tucson, AZ Jun 2013 - Sep 2013 < 1
Summer Smith Tucson, AZ Jun 2013 - Aug 2013 < 1
University Of Arizona Tucson, AZ Aug 2011 - Jun 2013 1
Tjx Los Angeles, CA Jun 2012 - Aug 2012 < 1
Tocaloma Day Camp Los Angeles, CA Jun 2011 - Aug 2011 < 1
University Of Arizona Tucson, AZ Aug 2010 - Jun 2011 < 1
Office Max Gilbert, AZ Jun 2010 - Aug 2010 < 1
Jeannes School Of Dance Chandler, AZ Aug 2009 - Aug 2010 1
Dobson Ranch Hoa Mesa, AZ Jun 2009 - Aug 2009 < 1
Full Time Student Mesa, AZ Sep 2003 - Jun 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Shannon E. McClure
Phone Number: 212-675-6711
Firm Website: http://www.learnvest.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
  • Subscription fees (for a newsletter or periodical)
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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