Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Allen Obrien is a registered investment advisor representative with Peak American Investment Advisors, Inc. Shane has been in the industry since 2007 and has a Series 63 and Series 65 license. Shane specializes in providing financial planning and portfolio management services to individuals. Shane has experience working with both high-net-worth individuals and those who are not considered high-net-worth. The advisor's firm has approximately 66,430,000 in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
12/02/2024 - Present
Peak American Investment Advisors, Inc. (PLANO TX)
Active
Inactive
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