Shannon L. Mccue
Professional summary
Shannon Leigh Mccue, who also goes by Shannon Leigh Magrann, Shannon Magrann, is a registered financial advisor currently at PHILADELPHIA INVESTMENT PARTNERS, LLC located in Haddon Township, New Jersey.
Shannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Shannon has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shannon Leigh Mccue's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 5, 2017 - Present
PHILADELPHIA INVESTMENT PARTNERS, LLC
August 30, 2016 - July 5, 2017
MYCIO WEALTH PARTNERS, LLC
September 23, 2011 - September 17, 2014
DEUTSCHE BANK SECURITIES INC.
May 30, 2011 - September 17, 2014
DEUTSCHE BANK SECURITIES INC.
Primary Firm SEC Registration
PHILADELPHIA INVESTMENT PARTNERS, LLC
CRD#: 122733 / SEC#: 801-132996
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/5/2017)
Exams
Current Firm
PHILADELPHIA INVESTMENT PARTNERS, LLC
CRD#: 122733 / SEC#: 801-132996
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 307 |
| AUM (Assets Under Management) | $ 140,813,547 |
Red Flags
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