Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Bradbury is a registered investment advisor representative at Castellan Group, LLC based in Louisville, KY. Shannon has over 16 years of experience in the financial services industry. Shannon has passed the Uniform Investment Adviser Law Examination (Series 65). Shannon specializes in providing investment advisory services to high-net-worth individuals, charitable organizations, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
10/04/2024 - Present
Castellan (LOUISVILLE KY)
Active
Inactive
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