Shannon
Shupp
Macro Advisors, Inc
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About this Advisor
Shannon Shupp is a financial advisor based in York, Pennsylvania, working with Macro Advisors, Inc. Shannon has previously held positions at Metlife Securities Inc, Metropolitan Life Insurance Company, and Macro Advisors, Inc. Shannon has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Shannon is part of Macro Advisors, Inc, which operates out of York, Pennsylvania. The firm has 2 offices and 7 employees. The firm manages assets totaling $208.5 million 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, and pension consulting services. The fee structure at Macro Advisors, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Macro Advisors, Inc Brokerage Details
$208,504,099
7
1,425
$146,319
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Shannon Shupp Work History
Macro Advisors, Inc
Metlife Securities Inc
Metropolitan Life Insurance Company
Disclosures
Please visit the SEC profile of Shannon Shupp 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 Macro Advisors, Inc
York, PA
Farmington, CT
York, PA
Hazleton, PA
York, PA
York, PA
York, PA
York, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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