Ryan Shannon (CRD# 7064518) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Charleston, SC and has over 2 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prime Capital Investment Advisors, LLC | Overland Park, KS | Jan 2024 - Current | < 1 |
| Park Avenue Securities | Mt Pleasant, SC | Sep 2021 - Jan 2024 | 2 |
| Guardian Life Insurance Company | Mt Pleasant, SC | Aug 2021 - Jan 2024 | 2 |
| Kiawah Golf Resort | Kiawah Island, SC | Jan 2019 - Aug 2021 | 2 |
| Principal Securities Inc. | Mt Pleasant, SC | Mar 2020 - Mar 2021 | 1 |
| Full Time Student | Mt Pleasant, SC | Feb 2010 - Mar 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- SC
-
Total Assets Under Management24,363MILLIONS
-
Total Number of Accounts30,635ACCOUNTS
-
Average Account Value$795,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- Other
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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