Shannon Fernandez, financial advisor Valdosta GA
90 score

Shannon Fernandez

CRD Number: 5498958
Current Firm: Cetera Investment Advisers LLC

Shannon Fernandez (CRD# 5498958) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Valdosta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kerrigan Davis Capital & Risk Mgmt Valdosia, GA Apr 2015 - Current 1
Cetera Investment Advisers LLC Schaumburg, IL Jan 2014 - Current 2
Cetera Investment Services LLC St. Cloud, MN Apr 2012 - Current 4
Commercial Banking Co Valdosta, GA Jul 2010 - Apr 2015 4
Wells Fargo Advisors Valdosta, GA Mar 2008 - Jul 2010 2
Rehab Engineering Valdosta, GA Jul 2007 - Mar 2008 < 1
Flight Safety Service Valdosta, GA Sep 2001 - Jul 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Shannon B. Fernandez
Phone Number: 888-528-2987
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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