Shannon Grey (CRD# 3242636) is an Investment Advisor Representative working at Origin Investment Advisory LLC in San Diego, CA and has over 24 years of experience in the finance industry. Shannon Grey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Financial | Boston, MA | Oct 2022 - Current | 1 |
| Investedge Planning LLC | San Diego, CA | Jul 2021 - Current | 2 |
| Unemployed | San Diego, CA | Dec 2019 - Jun 2021 | 1 |
| Charles Schwab & Company, Inc. | San Diego, CA | May 1999 - Nov 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts133ACCOUNTS
-
Average Account Value$4,124
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA
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