Dhr Investment Counsel Ltd
Dhr Investment Counsel Ltd (CRD# 109546) is a financial advisory firm headquartered in Oakland, CA. They manage $326,375,885 in 675 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management326MILLION
Total Number of Accounts675ACCOUNTS
Average Account Value$483,520
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Shannon Stone (CRD# 4342338) is an Investment Advisor Representative working at Dhr Investment Counsel Ltd in Oakland, CA and has over 16 years of experience in the finance industry. Shannon Stone 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.