AdvisorOS Directory
Claim Profile
RS

Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC·IOWA PARK, Texas
Unclaimed Profile
307 NORTH WALL ST, IOWA PARK, TX 76367CRD# 1673397Firm CRD# 323508
01

About

Robert Wesley Shannon is a registered financial advisor based in IOWA PARK, Texas, affiliated with BRAZOS WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRAZOS WEALTH ADVISORS LLC
BRAZOS WEALTH ADVISORS LLC
AUM
$112M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BRAZOS WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1673397
Firm CRD# 323508
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in IOWA PARK?

Browse all registered financial advisors in IOWA PARK, Texas or claim this profile if it's yours.

Browse IOWA PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Wesley Shannon offer?
Robert Wesley Shannon specializes in Financial Planning, Investment Management. Contact their office in IOWA PARK, Texas for a consultation.
What are Robert Wesley Shannon's credentials?
Robert Wesley Shannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Wesley Shannon located?
Robert Wesley Shannon is based in IOWA PARK, Texas, working with BRAZOS WEALTH ADVISORS LLC. Their office serves clients in the IOWA PARK metropolitan area and surrounding communities.
How does Robert Wesley Shannon charge for services?
Robert Wesley Shannon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRAZOS WEALTH ADVISORS LLC?
BRAZOS WEALTH ADVISORS LLC has approximately 2 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in IOWA PARK
Derek William Dansby — BRAZOS WEALTH ADVISORS LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile