Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon L. Brennan is a Registered Representative associated with LPL Financial LLC. Shannon has been in the industry since January 2024 and is currently registered in Oregon. Shannon holds a Series 66 license and is a member of the LPL Financial LLC team in Bend, Oregon. Shannon has experience in the financial services industry, including working for Mid Oregon Credit Union, Umpqua Bank, Summit Funding, Best Med, Lifetime Vision Care, Oregon Health Sciences University, the University of Oregon, Montana State University, and Bend Senior High School. In addition to working for LPL Financial LLC, Shannon is also involved in other business activities, including a DBA for LPL business, real estate rental, and serving as an Oregon Public Notary.
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
OR
12/06/2024 - Present
LPL Financial LLC (BEND OR)
Active
Inactive
Not sure Shannon Brennan is the right advisor for you? Invested Better is here to help.
