Unclaimed
Shannon Britt is an investment advisor representative with Money Concepts Capital Corp., a firm with approximately $2.90 billion in regulatory assets under management. Shannon has been in the industry since September of 2006. Shannon's primary office is located in Saint Peters, Missouri, and she has also held a position in Palm Beach Gardens, Florida. Shannon is registered with the state of Missouri and holds a Series 65 license. Shannon provides investment advice to individuals, corporations and other businesses, and pension and profit-sharing 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
11/12/2019 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
IA
Issued 11/12/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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