Shannon Littlejohn
Investment adviser representative at Valley Wealth Managers, Inc.
11 yearsExperience
1 stateRegistered in
$2.7BFirm assets
40 yearsFirm in business
Are you Shannon Littlejohn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Valley Wealth Managers, Inc.Jul 2023 to now
- Valley Financial Management, Inc.Jun 2023 to now
- Valley National BankJun 2023 to now
- LPL Financial LLCMay 2022 to Jun 2023
- Cuna Brokerage Services, Inc.Jun 2018 to Jun 2023
- Suncoast CuJun 2018 to Jun 2023
- UnemployedOct 2017 to May 2018
- Suntrust Advisory ServicesSep 2016 to Sep 2017
- Suntrust BankSep 2015 to Sep 2017
- Suntrust Investment Services, Inc.Sep 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Valley Wealth Managers, Inc.
$2.7BAssets managed
969Clients
47Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2834715
- Firm CRD
- 108879