Shannon N. Irwin
Professional summary
Shannon Noelle Irwin, who also goes by Shannon Noelle Anciaux, Shannon Irwin, Shannon N Irwin, is a registered financial advisor currently at SYNERGY FG located in Hooper, Utah.
Shannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Shannon has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shannon Noelle Irwin's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 3, 2021 - Present
SYNERGY FG
April 12, 2017 - April 14, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
April 12, 2017 - April 14, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
June 11, 2014 - August 17, 2015
TRUIST INVESTMENT SERVICES, INC.
April 17, 2014 - August 17, 2015
TRUIST INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
SYNERGY FG
CRD#: 309961 / SEC#: 801-119295
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/21/2023)
Exams
Series 7TO
Date: 3/28/2024
General Securities Representative ExaminationCurrent Firm
SYNERGY FG
CRD#: 309961 / SEC#: 801-119295
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 615 |
| AUM (Assets Under Management) | $ 274,294,015 |
Red Flags
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