Shannon
Black
Wealth Teams Alliance
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About this Advisor
Shannon Black is a financial advisor based in Spicewood, Texas, working with Wealth Teams Alliance. Shannon has previously held positions at Oak Grove, LLC, White Sand Pool & Spa, Inc, and Black Light Consulting. Shannon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Shannon is part of Wealth Teams Alliance, which operates out of Spicewood, Texas. The firm has 8 offices and 26 employees. The firm manages assets totaling $199.3 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, publication of newsletters, and educational seminars. The fee structure at Wealth Teams Alliance includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Wealth Teams Alliance Brokerage Details
$199,313,862
26
912
$218,546
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Shannon Black Work History
Oak Grove, LLC
Black Light Consulting
White Sand Pool & Spa, Inc
Disclosures
Please visit the SEC profile of Shannon Black to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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