Shannon Bluhm, financial advisor Westlake TX

Shannon Bluhm

CRD Number: 6585079
Current Firm: Fidelity Personal And Workplace Advisors

Shannon Bluhm (CRD# 6585079) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Westlake, TX Jul 2015 - Current 6
Pecan Shed Exxon Henrietta, TX Dec 2014 - Jul 2015 < 1
Sierra West Airlines Oakdale, CA Oct 2014 - Nov 2014 < 1
Pecan Shed Exxon Henrietta, TX Sep 2013 - Oct 2014 1
Unemployed Henrietta, TX Apr 2013 - Sep 2013 < 1
Punzel Hardware Jefferson, WI Sep 2012 - Apr 2013 < 1
Unemployed Helenville, WI Jun 2012 - Sep 2012 < 1
Pacsun Valdosta, GA Oct 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2016
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Shannon E. Bluhm
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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