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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Williamson is a financial advisor with over 25 years of experience in the industry. Shawn is currently registered with Allegiance Financial Group, where they provide financial planning and investment management services to individuals, families, and businesses. Shawn is a Certified Financial Planner® professional and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Prior to joining Allegiance Financial Group, Shawn worked at H. Beck, Inc., and Woodbury Financial Services, Inc. Shawn is dedicated to helping clients achieve their financial goals.
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.
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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2
VA
09/03/2021 - Present
Allegiance Financial Group (VIENNA VA)
VA
10/18/2001 - 08/16/2013
H. BECK, INC. (VIENNA VA)
MN
02/03/1997 - 10/24/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 12/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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