Shannon MulloyCRD Number: 5051402
Current Firm: Ameriprise Financial Services, LLC
Shannon Mulloy (CRD# 5051402) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Troy, MI and has over 14 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Strategic Blueprint, LLC
|Ameriprise Financial Services, Inc.||Troy, MI||Jun 2010 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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