Webb Financial Group

Webb Financial Group (CRD# 291638) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $68,544,570 in 389 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
26050 Acero, Mission Viejo, CA 92691
http://www.webbfinancialgrp.com/
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $176,207
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Webb Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
Shannon Webb, financial advisor Mission Viejo CA
Shannon J. Webb
CRD#: 5096053
26050 Acero, Mission Viejo, CA 92691

Shannon Webb (CRD# 5096053) is an Investment Advisor Representative working at Webb Financial Group in Mission Viejo, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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