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Shannon M Horton

Financial Coaching Partners LLC

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About Shannon M Horton

Shannon Horton is a Registered Investment Advisor, licensed in California. Shannon has over 10 years of experience in the financial services industry. Shannon is affiliated with Financial Coaching Partners LLC, an independent investment advisory firm based in Somis, CA. Financial Coaching Partners LLC specializes in financial planning. The firm offers financial planning services to individuals. Shannon's previous affiliations include Sagepoint Financial, Inc. and Sunamerica Securities, Inc.

Firm Information

Shannon Horton is currently registered with Financial Coaching Partners LLC. Financial Coaching Partners LLC is a financial advisory firm that offers financial planning and selection of other advisers to individuals. The firm has 2 licensed agents and 3 investment adviser representatives. They do not manage assets for individuals, investment companies, or pooled investment vehicles.

Not reported

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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other

Selection of other advisors

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Shannon Horton’s Registration & Firm History

CA

06/04/2013 - Present

Financial Coaching Partners LLC (SOMIS CA)

CA

10/31/2005 - 07/11/2011

SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)

AZ

09/18/2002 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 02/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/2008

Series 7 - General Securities Representative Examination

BC

Issued 09/17/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shannon M Horton.
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