Shannon
Fleener
Northstar Investment Advisory LLC
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About this Advisor
Shannon Fleener is a certified financial planner based in San Diego, California who has 1 year of relevant experience. Fleener is an employee of Northstar Investment Advisory LLC. During their career, the advisor has held roles at Northstar Investment Advisory LLC, San Diego Housing Commission, City Heights Prep, Catholic Charities, Ucetam, Orange County Drug Free Office and Career Break. Fleener is registered to operate in California, Louisiana and Texas. Northstar Investment Advisory LLC is a financial advisory firm that has its headquarters in West Hollywood, CA. It has offices in 21 locations and a total of 20 advisors. The firm has a few services, including financial planning services and educational seminars. Financial advisory fees usually are based on which services the firm provides the client. Fees charged by Northstar Investment Advisory LLC typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northstar Investment Advisory LLC Brokerage Details
20
Investment Advisory Services
- Financial planning services
- Educational seminars/workshops
Shannon Fleener Work History
Shannon has been registered as a financial advisor for 1 years.*
Northstar Investment Advisory LLC
Career Break
San Diego Housing Commission
City Heights Prep
Catholic Charities
Ucetam
Orange County Drug Free Office
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shannon Fleener to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northstar Investment Advisory LLC
Pittsburgh, PA
West Hollywood, CA
Fresno, CA
West Hollywood, CA
West Hollywood, CA
Brockport, NY
Littleton, CO
Arvada, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
