Shannon
Willems
Alliancebernstein L.P
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About this Advisor
Shannon Willems is a financial advisor who works in Houston, Texas, with a total of 8 years of industry experience. Willems is an employee of Alliancebernstein L.P. During their career, the advisor has held roles at Willems & Co., LLC and Sanford C. Bernstein & Co., LLC. Willems maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Alliancebernstein L.P is a financial advisory business that has its headquarters in Nashville, TN. The firm has offices in 50 locations and a total of 4,134 employees. It administers $582 billion in assets under management across its 58,634 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 1,441 charities and foundations. Of its 58,634 customer accounts, 84% are associated with high-net-worth individuals who have at least $1 million in assets. Alliancebernstein L.P offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fees usually vary depending on which service is offered. However, fees billed by Alliancebernstein L.P most likely consist of any blend of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliancebernstein L.P Brokerage Details
$582,388,000,000
4,134
58,634
$9,932,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Shannon Willems Work History
Shannon has been registered as a financial advisor for 8 years.*
Sanford C. Bernstein & Co., LLC
Willems & Co.,LLC
*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 Willems 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 Alliancebernstein L.P
San Antonio, TX
Nashville, TN
Chicago, IL
New York, NY
Nashville, TN
Philadelphia, PA
Philadelphia, PA
New York, NY
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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