Shannon
Clark
Kestra Advisory Services, LLC
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About this Advisor
Shannon Clark is a financial advisor based in New York, New York, working with Kestra Advisory Services, LLC. Shannon has previously held positions at Kestra Advisory Services LLC, Catalyst Consulting Solutions, LLC, Wilkerson Resource Advisors, LLC, and Nicollet Investment Management, Inc. Shannon is registered to provide services in Minnesota and New York. Currently, Shannon is part of Kestra Advisory Services, LLC, which operates out of New York, New York. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Shannon Clark Work History
Kestra Advisory Services LLC
Nicollet Investment Management, Inc
Wilkerson Resource Advisors, LLC
Catalyst Consulting Solutions, LLC
Disclosures
Please visit the SEC profile of Shannon Clark 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 Kestra Advisory Services, LLC
Mckinney, TX
Austin, TX
Austin, TX
Austin, TX
Willowbrook, IL
Pittsburgh, PA
South Burlington, VT
Austin, TX
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