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Shannon Blackmon

Thomas Doll

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About Shannon Blackmon

Shannon Blackmon is a financial advisor with Thomas Doll and Earned Wealth. Shannon has over 10 years of experience in the financial services industry. Shannon is a Certified Financial Planner™ professional and holds a Series 7 and Series 66 license. Shannon specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Shannon has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Shannon is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Shannon Blackmon is currently registered with Thomas Doll. Thomas Doll is a Walnut Creek, CA-based registered investment advisor with $1.4 billion in assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Thomas Doll primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
Thomas Doll

165 LENNON LANE

WALNUT CREEK, CA 94598

$1.42B

Assets Under Management

60

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shannon Blackmon’s Registration & Firm History

CA

02/06/2020 - Present

Thomas Doll (WALNUT CREEK CA)

CA

02/06/2013 - 07/02/2014

NEW ENGLAND SECURITIES (SAN RAMON CA)

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Licenses & Designations

BOTH

Issued 03/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shannon Blackmon.
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