linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Shannon Nicole Stone

Parallel Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shannon? Claim Your Profile

About Shannon Nicole Stone

Shannon Nicole Stone is a financial advisor currently working for Parallel Advisors, LLC in San Francisco, California. Shannon is also a Certified Financial Planner (CFP). Shannon has been in the industry for over 20 years, beginning their career at Ameriprise Financial Services, Inc. Shannon specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

Firm Information

Shannon Stone is currently registered with Parallel Advisors, LLC. Parallel Advisors, LLC is a registered investment advisor headquartered in San Francisco, California. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have approximately $7 billion in assets under management.
Parallel Advisors, LLC

150 SPEAR STREET

SAN FRANCISCO, CA 94105

$7.08B

Assets Under Management

35

Total Clients

56

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shannon Stone’s Registration & Firm History

CA

02/24/2023 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

CA

10/08/2007 - 11/05/2009

AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)

CA

03/08/2006 - 09/25/2006

CITIGROUP GLOBAL MARKETS INC. (MODESTO CA)

CA

07/02/2002 - 03/20/2006

ALAMO CAPITAL (WALNUT CREEK CA)

Not sure if Shannon Nicole Stone is right for you?

Licenses & Designations

BOTH

Issued 08/21/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/05/2005

Series 27 - Financial and Operations Principal Examination

BC

Issued 04/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shannon Nicole Stone.
Not sure if Shannon Nicole Stone is right for you?