Shannon Bernadette Birdsall
Investment adviser representative at Osaic Wealth, Inc.
28 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Shannon Bernadette Birdsall? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Osaic Wealth, Inc.May 2024 to now
- Ltfs IncorporatedOct 1998 to now
- O'neill Financial GroupAug 1998 to now
- LPL Financial LLCNov 2017 to May 2024
- National Planning CorporationNov 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 3114804
- Firm CRD
- 23131