Unclaimed Profile

James Joseph Shannon

PRIVATE ADVISORS LLC·RICHMOND, Virginia

PRIVATE ADVISORS LLC

RIVERFRONT PLAZA WEST, RICHMOND, VA 23219CRD# 4521578Firm CRD# 109247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Joseph Shannon · RICHMOND, VA

Registration

CRD #4521578 · PRIVATE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

James Joseph Shannon is a registered financial advisor based in RICHMOND, Virginia, affiliated with PRIVATE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PRIVATE ADVISORS LLC

AUM

$5.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRIVATE ADVISORS LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 4521578

Firm CRD# 109247

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Joseph Shannon offer?

James Joseph Shannon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are James Joseph Shannon's credentials?

James Joseph Shannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Joseph Shannon located?

James Joseph Shannon is based in RICHMOND, Virginia, working with PRIVATE ADVISORS LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does James Joseph Shannon charge for services?

James Joseph Shannon's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE ADVISORS LLC?

PRIVATE ADVISORS LLC has approximately 69 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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