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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Barrow Rowan is a financial advisor with over 30 years of experience in the financial services industry. Shannon is registered with LPL Financial LLC in Alexandria, Virginia. Shannon also has experience with Capital One Investment Services LLC, Chevy Chase Financial Services, and John Hancock Distributors, Inc. Shannon holds multiple licenses and certifications including the Series 7, 6, 63, 65, and 24 exams and is also a Certified Financial Planner. Shannon specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
07/11/2012 - Present
LPL Financial LLC (ALEXANDRIA VA)
MD
04/27/2010 - 07/26/2011
CAPITAL ONE INVESTMENT SERVICES LLC (WHEATON MD)
MD
05/26/1994 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
MD
04/14/1989 - 03/01/1994
CHEVY CHASE SECURITIES, INC. (BETHESDA MD)
NA
11/02/1987 - 07/28/1988
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 09/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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