Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Dugger is a financial advisor with Alphastar Capital Management. Shannon is registered as an investment advisor in Oklahoma and Texas. Prior to joining Alphastar Capital Management, Shannon worked as a Regional Sales Director for The Assurance Group in Oklahoma City, Oklahoma. Shannon has over 15 years of experience in the financial services industry. Shannon offers financial planning, investment advisory, and other financial services to individuals, businesses, and institutions.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-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.
A percentage of the total value of assets under management is charged.
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NC
01/08/2020 - Present
Alphastar Capital Management (CORNELIUS NC)
OK
03/13/2018 - 12/31/2019
WOODBURY FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
OK
09/16/2016 - 02/28/2018
REGULUS ADVISORS, LLC (Oklahoma City OK)
OK
07/17/2015 - 09/23/2016
WOODBURY FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
OK
07/21/2014 - 07/01/2015
PROEQUITIES, INC. (OKLAHOMA CITY OK)
MO
10/31/2007 - 12/08/2008
UVEST FINANCIAL SERVICES GROUP, INC. (COLUMBIA MO)
IA
Issued 08/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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