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Shannon Avery is a financial advisor with Kingsview Wealth Management, LLC. Shannon has over 7 years of experience in the financial industry. Shannon holds a Series 7 and a Series 66 license. Shannon has a background in providing financial planning, portfolio management for businesses, individuals and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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NC
02/20/2024 - Present
Kingsview Wealth Management, LLC (GREENSBORO NC)
NC
09/07/2016 - 02/21/2024
EDWARD JONES (GREENSBORO NC)
BOTH
Issued 09/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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