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SH

Shannon M. Horton

FINANCIAL COACHING PARTNERS LLC
Somis, CA
Some features on this profile are disabled
CRD#: 4559886
SH

Professional summary

Shannon M Horton, who also goes by Shannon M Monahan, is a registered financial advisor currently at FINANCIAL COACHING PARTNERS LLC located in Somis, California.

Shannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Shannon has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shannon M Monahan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INSURANCE SALES TRST REL SVS/CORP; NO; PRTNR/AGENT; 1/2006; 2;0; REFERRING CLIENTS TO AN ATTORNEY TO OBTAIN A TRUST DOCUMENT OR GATHERING REQUESTED INFORMATION IN COOPERATION WITH THE ATTORNEY. SHANNON HORTON, NOT INVESTMENT RELATED,1547 GOLFCREST PLACE VISTA, CA, PARTNER, START DATE:APRIL 2009, 0-2 MO/HR, 0 HR/TD,I DON'T DO ANYTHING, HUSBAND MAINTAINS PROPERTY WHEN TENANT CALLS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shannon M Horton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 4, 2013 - Present

FINANCIAL COACHING PARTNERS LLC

RIA
CRD#: 152306
Somis, CA
Past

October 31, 2005 - July 11, 2011

OSAIC SERVICES, INC.

BD
CRD#: 133763
CARLSBAD, CA
Past

September 18, 2002 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/4/2013)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/21/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/31/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/28/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/17/2002
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FC
FINANCIAL COACHING PARTNERS LLC
FINANCIAL COACHING PARTNERS INSURANCE SOLUTIONS, LLC | FINANCIAL COACHING PARTNERS LLC

CRD#: 152306 / SEC#:

California
Registered Investment Advisory firm - (1/29/2010 Approved)
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Contact information

Main Address
Somis, CA
Mailing Address
Phone number
(323) 497-8846
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FINANCIAL COACHING PARTNERS LLC

CRD#: 152306Somis, CA

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