Shannon D. Pitcher
Professional summary
Shannon Denise Pitcher, who also goes by Shannon Denise Pitcher Miss, is a registered financial advisor currently at TERRY MCDANIEL & COMPANY located in Austin, Texas.
Shannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Shannon has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shannon Denise Pitcher's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 12, 2021 - Present
TERRY MCDANIEL & COMPANY
Office #1: 2630 Exposition Blvd Ste 300, Austin, TX 78703April 12, 2007 - March 26, 2019
INTEGRA ASSET ADVISORS, L.C.
March 21, 2005 - July 21, 2005
AMERIPRISE ADVISOR SERVICES, INC.
March 18, 2005 - July 21, 2005
AMERIPRISE ADVISOR SERVICES, INC.
June 22, 2004 - December 31, 2004
INTEGRA ASSET ADVISORS, L.C.
April 2, 2001 - July 3, 2002
INTEGRA ASSET ADVISORS, L.C.
Primary Firm SEC Registration
TERRY MCDANIEL & COMPANY
CRD#: 104732 / SEC#: 801-24465
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/12/2021)
Exams
Current Firm
TERRY MCDANIEL & COMPANY
CRD#: 104732 / SEC#: 801-24465
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 372 |
| AUM (Assets Under Management) | $ 1,777,083,995 |
Red Flags
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