Shannon is a native of Louisiana (Crowley & Slidell) and now resides in Michigan with his wife and kids.
Shannon understands that the best way to achieve your financial goals is by identifying your current financial picture, with your future financial goals in mind. To do this, Shannon will help you develop and follow a comprehensive financial plan that maps out your strategy for retirement, along with all of your financial goals.
Forest Hills Financial Inc. is a comprehensive financial services firm committed to helping you improve your long-term financial success. We don’t believe in a “one size fits all philosophy”. Our Customized programs are designed to help grow and conserve your wealth by delivering a superb level of personalized service and experience. At Forest Hills Financial, our goal is to exceed your expectations. Increasingly in our society it seems we are faced with people wanting to do just what is required. Not so at Forest Hills Financial Inc. our goal is to always go above and beyond the expectations of our clients.
Shannon meets his clients by appointment in Louisiana either at their home or a convenient location in the New Orleans/Slidell area.
|Firm Start Year:||2006|
|Insurance License#:||MI-0513828, LA-492015, TX-1587735, IN-687588|
|Name of Broker/Dealer:||American Portfolios Financial Services Inc.|
|Name of Custodial Firm:||Pershing LLC, Fidelity, TD Ameritrade, Schwab|
|States Licensed in:||CA, FL, GA, IN, LA, MI, MN, NC, NE, NJ, OH, OK, TX|
|Number of Years with Current Firm:||5|
|I work with the following types of clients:||Businesses , Non-Profit Organizations , Individual Investors|
|Investment Types:||Insurance , Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Mutual Funds , Annuities , Stocks , Bonds , Socially Responsible Investments (SRI)|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Life , Variable Annuity , Variable Life , Long Term Care , Accident , Disability , Annuity|
|Number of Advisors in Office:||Up to 10 employees|
|I work with clients as part of a team:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Commissions , Flat Fee , Hourly , Based on Assets|
Registered Representative offering securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC., a SEC registered investment advisor. Forest Hills Financial and Regal Investment Advisors are independent of APFS.
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