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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Stacy Lemon is an investment advisor representative with Elmwood Wealth Management. Shannon has been in the industry since November of 2012 and is registered in both California and Texas. Shannon has a Certified Financial Planner designation. Shannon and Elmwood Wealth Management provides financial planning and portfolio management services to individuals and high-net-worth individuals. They also provide selection of other advisers and have a strong focus on providing financial advice to individuals.
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.
Helps you choose top advisors aligned with your 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.
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CA
11/12/2024 - Present
Elmwood Wealth Management (BERKELEY CA)
Active
Inactive
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