Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Loughery is an Investment Advisor Representative at Blackridge Asset Management, LLC. Shannon Loughery has been in the financial services industry since October 24, 1996 and is registered with FINRA and the SEC. Shannon Loughery is also registered to provide investment advice in Arizona, California, Idaho, Missouri, Montana, Nevada, Ohio, Texas, and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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WA
06/10/2021 - Present
Blackridge Asset Management, LLC (North Bend WA)
WA
05/15/2002 - 10/08/2020
FSIC (NORTH BEND WA)
WA
06/15/2000 - 05/15/2002
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
UT
05/21/1997 - 07/19/2000
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
NJ
05/13/1996 - 12/06/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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