Shannon Beahan, Cfp®, Aep®

Shannon Beahan, Cfp®, Aep® Email and Phone Number

Partner | COO | Financial Advisor at Lindsey & Lindsey and Ascent Wealth Management @ Lindsey & Lindsey Wealth Management
westlake village, california, united states
Shannon Beahan, Cfp®, Aep®'s Location
Westlake Village, California, United States, United States
Shannon Beahan, Cfp®, Aep®'s Contact Details

Shannon Beahan, Cfp®, Aep® work email

Shannon Beahan, Cfp®, Aep® personal email

Shannon Beahan, Cfp®, Aep® phone numbers

About Shannon Beahan, Cfp®, Aep®

Shannon Beahan, Cfp®, Aep® is a Partner | COO | Financial Advisor at Lindsey & Lindsey and Ascent Wealth Management at Lindsey & Lindsey Wealth Management. They possess expertise in business development, financial planning, asset management, sales, retirement planning and 20 more skills.

Shannon Beahan, Cfp®, Aep®'s Current Company Details
Lindsey & Lindsey Wealth Management

Lindsey & Lindsey Wealth Management

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Partner | COO | Financial Advisor at Lindsey & Lindsey and Ascent Wealth Management
westlake village, california, united states
Website:
lindseyandlindsey.com
Employees:
7
Shannon Beahan, Cfp®, Aep® Work Experience Details
  • Lindsey & Lindsey Wealth Management
    Partner | Coo | Financial Advisor
    Lindsey & Lindsey Wealth Management Mar 2021 - Present
    Westlake Village, California
    Securities Offered through Registered Representatives of Cambridge Investment Research, Inc. A Registered Broker/Dealer. Member FINRA/SIPC Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Lindsey & Lindsey Wealth Management, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated.
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  • Ascent Wealth Management
    Partner | Coo | Financial Advisor
    Ascent Wealth Management Mar 2021 - Present
    Westlake Village, California
    Securities Offered through Registered Representatives of Cambridge Investment Research, Inc. A Registered Broker/Dealer. Member FINRA/SIPC Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Ascent Wealth Management, Cooper McManus, and Cambridge Investment Research, Inc. are not affiliated.
    View
  • Fidelity Investments
    Financial Consultant I
    Fidelity Investments May 2020 - Feb 2021
    Campbell, California
    View
  • Ladenburg Thalmann
    Vice President, Regional Consultant | Asset Management
    Ladenburg Thalmann Aug 2017 - May 2020
    San Francisco Bay Area
    View
  • Ladenburg Thalmann
    Associate Vice President, Regional Consultant | Asset Management
    Ladenburg Thalmann Sep 2015 - Aug 2017
    Santa Barbara, California
    View
  • Ladenburg
    Associate, Regional Consultant | Asset Management
    Ladenburg Aug 2013 - Sep 2015
    New York City
    View
  • Ladenburg Thalmann
    Trading & Operations Associate | Asset Management
    Ladenburg Thalmann May 2012 - Nov 2014
    New York City
    View
  • Securities America - Iron Point Capital Management
    Advisory Services Representative
    Securities America - Iron Point Capital Management Feb 2010 - May 2012
    Folsom, California
    View
  • Encore Wealth Management
    Financial Operations Associate
    Encore Wealth Management Jun 2009 - Feb 2010
    Santa Rosa, California
    View
  • D.A. Davidson & Co.
    Client Associate
    D.A. Davidson & Co. Jun 2006 - Jun 2009
    Moscow, Idaho
    View

Shannon Beahan, Cfp®, Aep® Skills

Business Development Financial Planning Asset Management Sales Retirement Planning Asset Allocation Marketing Investments Portfolio Management Mutual Funds Equities Strategic Planning Investment Management Presentations Sales Presentations Public Speaking Relationship Development Relationship Management Series 66 Series 7 Model Portfolios Travel Sales Process Presentation Skills Interpersonal Skills

Shannon Beahan, Cfp®, Aep® Education Details

Frequently Asked Questions about Shannon Beahan, Cfp®, Aep®

What company does Shannon Beahan, Cfp®, Aep® work for?

Shannon Beahan, Cfp®, Aep® works for Lindsey & Lindsey Wealth Management

What is Shannon Beahan, Cfp®, Aep®'s role at the current company?

Shannon Beahan, Cfp®, Aep®'s current role is Partner | COO | Financial Advisor at Lindsey & Lindsey and Ascent Wealth Management.

What is Shannon Beahan, Cfp®, Aep®'s email address?

Shannon Beahan, Cfp®, Aep®'s email address is sh****@****sey.com

What is Shannon Beahan, Cfp®, Aep®'s direct phone number?

Shannon Beahan, Cfp®, Aep®'s direct phone number is +180572*****

What schools did Shannon Beahan, Cfp®, Aep® attend?

Shannon Beahan, Cfp®, Aep® attended Excelsior University, Nyu School Of Professional Studies.

What skills is Shannon Beahan, Cfp®, Aep® known for?

Shannon Beahan, Cfp®, Aep® has skills like Business Development, Financial Planning, Asset Management, Sales, Retirement Planning, Asset Allocation, Marketing, Investments, Portfolio Management, Mutual Funds, Equities, Strategic Planning.

Who are Shannon Beahan, Cfp®, Aep®'s colleagues?

Shannon Beahan, Cfp®, Aep®'s colleagues are Devonney Thurman, Alissa Kroeger, Cfp®, Aep®, Cka®, Caia®, Samantha O’shaughnessy, Christina Lindsey Orta Cfp®.

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